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Complete Set Up: KYC

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Complete Set Up: KYC

Step 1: Log Into Your CopeCart USA Account

⁠

https://copecart.com/us/users/sign_in⁠

Step 2: Go to → Settings

⁠

Step 3: Go to → Account Settings

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Fill Out:

First and Last Name

Email Address

Username

Company Name

Support Email Address

Address

Tax Information

Click the Green ‘Save’ at Top Right of Page

Step 4: Click ‘Payment Account’ on Top Tab

⁠

Fill Out:

Payment Interval

Minimum Payment → Put 250

ACH or Wire Transfer

Routing Number

Account Number

Click the Green ‘Save’ at Top Right of Page

Step 5: Click on ‘Start Verification’

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Upload front & back of your government issued ID

Upload personal proof of personal address or business address (bank statement, utility bill, etc.)

If you are a business, you'll need to submit a copy of your business or trade license office document.

If you are a US Citizen, resident of the United States, or business within the United States (including territories), you must complete

IRS Form W9⁠

NOTE: Make sure to SIGN ON THE FIELD BELOW

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If you are not a US citizen, not a resident of the United States, and your business is conducted outside the United States, you must complete

IRS Form W-8BEN⁠

Your verification process is reviewed within two (2) business days by our Support team. If you have any questions, please contact us at

help@copecart.com⁠

Step 6: Once KYC Verification is Complete

You can now start sending applications to clients!

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