Completing Infusionsoft Payments Account Setup

Tags: Payments

When setting up your Infusionsoft Payments account, an admin may receive a notification on their homepage that states "Action is needed to complete your account. Update your personal information." Use the following steps to complete the account setup in the KYC (Know Your Customer.)

  1. In the Infusionsoft Payments Merchant Center Dashboard, click the link to Update Personal Information

  2. Choose your account type under Account Details

  3. Enter your verification details under Personal Information

  4. Review and Agree to the Terms of Service and Privacy Policy, and click Submit