All payers and payees must create user profiles. In addition, agents must add client information cards, as needed. Information required for each user or client may include:

• Unique email address 
• Address
• Social Security Number (SSN) or Social Insurance Number (SIN)
• Employer Identification Number (EIN) or Business Number (BN)
• Harmonized Sales Tax Number (HST) (Canada)
• Name of loan-out corporation or LLC, if applicable
• ABA routing and bank account numbers (US)
• Institution, transit, and bank account numbers (Canada)
• SAG-AFTRA or ACTRA number (opt.)