This article applies to Platform Accounts.
- In the Admin, navigate to Store > Setup.
- Click the 'Add Fund' button.
- Enter the name of the fund and the tax ID; press Add Fund.
- Click on the Setup Live Account button next to the newly created fund.
- Complete the form by filling out all fields.
- Press the 'Migrate Fund' button at the end of the form.
One this is complete, your fund is ready for use. Repeat this step for each fund needed in your account.
- This article applies to Platform Accounts. Standalone Accounts use a different system for credit card processing.