The Moneris Sign up Process from Start to Finish

October 29, 2018

The Moneris sign up process slightly varies with each new merchant that chooses us, as business needs and concerns vary from business to business. This could mean a different process to get in touch with us, differences in the discussion stage about needs, or even a different installation process for the solution they choose. Despite these slight variations, many of our merchants go through a similar, straightforward process to sign up and start processing!

The Initial Request

The sign up process begins when a merchant gets in touch with the Moneris team. There are a few different ways that this initial conversation could begin, including filling out an information request form, or calling our bilingual sales team at 1-855-588-0465.

The Discussion

Once you reach out, our sales team will assign you a sales consultant that will work with you to find the best payment solution for your business. They’ll take the time to learn more about your business, and what you need out of your Moneris solution. Your consultant may also look to you for information about the current set up you have in place, such as the software you use or the payment options you offer your customers now. By understanding these aspects of your business, they will be able to make sure they set you up with a solution that will work for you long term.

In this part of the sign up process, you will also get the chance to learn more about Moneris and ask any questions you may have about us!

The Decision

After speaking with a sales consultant and learning more about your options, you will have the responsibility of choosing the option that’s best for you. We know that the decision making process could take some time and that you may want to consult with other business partners or contacts before making the final decision. For this reason, we’ll make sure that you have the direct contact information for your sales consultant. This way you’ll be able to reach out and ask for any additional resources, or address any questions you may have.  

The Installation 

There are two ways to have your Moneris solution installed: on your own or with the help or a member of our installation team on-site.

If you’re comfortable with setting up devices on your own at home, you might be able to take care of installation of your solution yourself. A number of different Moneris solutions can be set up without the help of an installation technician. This includes terminals, software, and even some ecommerce solutions.

If you would prefer to have some help with installing your devices instead, a member of the Moneris installation team can be of service! Your sales consultant will schedule a time for your installation technician to come on site and ensure that your devices are set up and running properly.

The Final Step

Once your solution is installed, you’re ready to start taking payments!

The final step in the sign up process we recommend is to register for Merchant Direct. Merchant Direct is an online portal through our website where you can view and download your transaction reports, have access to monthly statements, receive merchant news or updates and more. Registration is a simple process that takes only a few minutes. 

If you’re interested in learning more about Moneris, make sure to check out our article 5 Reasons Why Merchants Choose Moneris, or sign up here to learn more. 

The information in this article is provided solely for informational purposes and is not intended to be legal, business or other professional advice or an endorsement of any of the websites or services listed. 

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