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What information will I need to sign up?

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.)

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