How to Activate Zipi Pay

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Contents

  1. To Activate Zipi Pay

Zipi Pay activation is required for all brokers and agents using the Zipi platform. Zipi Pay provides a number of advantages to brokers, including the convenient processing of direct deposits through the platform.

  1. Login to your Zipi account.

  2. Click on the red exclamation point at the top of the screen. You will be redirected to the Marketplace.

  3. Click on Activate to begin entering your Zipi Pay information. 

  4. Provide all required Account Information or your account will not be created and verified. Here's a preview of the information you will need to provide:

  5. Review the Terms of Service and Privacy Policies at the bottom, select the checkboxes, then click Agree & Continue.

📔Make sure you select the correct Business Type (i.e. Corporation, S-Corp, LLC, Sole Proprietor, etc). The address you provide will be verified. It's helpful to use the same address on file with your bank account. If the address does not match, you will be required to provide additional documentation. 

⚠️Who is a controller? A person legally responsible for company finances and banking. This can be the same person as the company owner. They will need the login credentials for the bank account being connected to Zipi Pay.

Next: Connect your Bank Account with Zipi Pay.

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