Applying for a WildApricot Payments/AffiniPay account (Canadian clients)

For Canadian clients, the process of applying for a Wild Apricot Payments/AffiniPay account involves the following steps:

1. From the Payment settings screen, click the Fill in application button...
   ...or the Switch now button.
2. Complete and submit the application form. 
3. AffiniPay will send you a PDF from First Data (AffiniPay's banking partner in Canada) prefilled with the information you provided on the application form.
4. Complete the fillable PDF by entering banking details and other requested confidential information, save the form and to send back with the required documentation.
5. You then email the completed PDF along the following supporting documents, to AffiniPay: 1) Copy of a voided non-temporary check or direct deposit bank form 2) Copy of one photo ID that matches the ID you listed on the application 3) All pages of your most recent three months of official bank statements for the group. 4) Link on your website showing list of board members or a document with a list of your organization’s board.
6. You receive a notification from AffiniPay once your account has been approved.

After you receive approval from AffiniPay, you can confirm your account and connect it to your Wild Apricot site. Applications from Canadian clients may take up to 7-10 business days to be processed.

These steps are described in detail below.

Applying for an account from the Payments screen

To apply for a Wild Apricot Payments account from the Payments settings screen, follow these steps:

1. Click the Settings menu then click the Payment settings option (under Your account).
2. From the Payment settings screen, click the Fill in application button.
   If you're not seeing this button, but you do see a Learn more button at the top of the Payment settings screen, click the Learn more button then click the Fill in application form button.
3. On the screen that appears, complete the application form. You'll need to provide your contact information and organization details, including the following information:
   • Contact name
   • Contact email
   • Legal business name
   • Type of organization (sole proprietor, partnership, non-profit, public corporation, private corporation, government)
   • Approximate annual transaction volume
   • Average transaction size
   • Organization address
   • Organization phone number
   • Organization website
   • Name of principal (the owner, director, or CEO of the business or organization)
   • Identifying document for principal (driver's license number or passport number and place of issue)
   • Address of principal
4. You'll also be required to consent to share your personal information with AffiniPay to verify your eligibility.
5. After you completed the application form, click the Submit application form at the bottom of the screen.

Within 1-2 business days, you should receive an email from AffiniPay with a PDF file attached that you need to print and complete.

Completing the PDF forms

Once you receive the PDF to be completed from AffiniPay, you need to do the following:

1. Print the PDF file.
2. Enter the following information in the fields provided:
   • Institution number, transit number, and account number for the deposit account
   • Business GST number
   • Principal phone number
   • Principal date of birth
   • Principal % ownership (for non-profit please enter 51%)
3. Have the principal sign the application in the Merchant Signatures area.
4. Scan the completed form pages.
5. Scan the principal's photo ID.
6. Scan a void cheque for the business or organization.
7. Email the scanned application forms and supporting documents to wasupport@affinipay.com.

Receiving confirmation from AffiniPay

Once your Wild Apricot Payments account is approved, you'll receive a confirmation email from AffiniPay. After you receive the email from AffiniPay, you can confirm your Wild Apricot Payments account and connect it to your Wild Apricot site.

If AffiniPay is unable to verify the details you provided, your application might be rejected. Factors that can contribute to your application being rejected include:

• Inconsistencies in the information provided (e.g. business name and address do not match)
• Business name can't be verified
• Tax ID number not registered

Confirming your Wild Apricot Payments account

Before you can connect to your new Wild Apricot Payments account, you need to confirm it. To confirm your new account, follow these steps:

1. Within the AffiiPay confirmation instructions email, click the Confirm My Account button.
2. On the screen that appears, choose a password then click Finish.

Connecting to your Wild Apricot Payments account

After you've confirmed your Wild Apricot Payments account, you can connect it to your Wild Apricot site. To connect your Wild Apricot Payments account to your Wild Apricot site, follow these steps:

1. Return to the Payment settings screen by clicking the link within your Wild Apricot confirmation email (US applicants only), or by clicking Finances under the Settings menu then clicking Payment settings.
2. From the Payment settings screen, click the Connect to account button.
3. On the AffiniPay screen that appears, log into your Wild Apricot Payments account using the email address you entered when you applied for the account, and the password you chose in Step 2 (above).
4. You'll be returned to the Payment settings screen, where you can adjust various payment settings.
5. Click the Save changes button to save your changes.

You should now be able to accept online payments using your Wild Apricot Payments account.