Step 1: Receive your onboarding invite
Once your pricing and setup are confirmed, our team will send you an onboarding link.
From the onboarding link:
Enter your first name, last name, email, and password
Submit the form
You will be taken directly into the Zavo dashboard
Step 2: Start account verification
After logging in, you must complete account verification to comply with local regulations.
A blue banner will appear saying “We need some extra information from your account”
Click the Verify button to begin
Step 3: Choose your business type
First, tell us how your business is registered:
Sole trader – individual account
Company – registered limited company (LTD)
You will then be asked to enter:
Registered business name
Country
Industry
Step 4: Enter business details
Next, provide your business details:
Business address
Start typing and select from the dropdown
Phone number
Statement descriptor
This is the name your customers see on their card statement
Important
The statement descriptor must clearly identify your business.
Step 5: External verification with Adyen
You will now be redirected to our banking partner Adyen for external verification.
Click Verify now to continue.
Step 6: Select your business setup (Adyen)
On the Adyen onboarding page, choose your business structure:
Sole proprietorship
Company
Partnership or association
Step 7: Provide business information
You will be asked to provide:
Business details
Country or region of establishment
Legal business name (incorporation name)
Company structure:
Private company
Public company
Non-profit organisation
Government organisation
You may also be asked for:
Trading / DBA name (if applicable)
Company registration number
VAT registration number (if applicable)
Registered business address
Principal place of business
Step 8: Add decision makers and owners
You must provide details for the people involved in your business. One person may hold multiple roles.
Required roles
Owners
Anyone holding 25% or more of the business
Controlling persons
Required if no owner holds 25% or more
Signatory
At least one required
Director
At least one required
Step 9: Add and verify your bank account
Provide your bank account details for payouts.
You can verify your bank account using:
Open Banking (recommended – instant verification)
Bank statement upload (can take up to 48 hours)
We recommend Open Banking for the fastest approval.
Step 10: Accept agreements
Finally, you will be asked to:
Sign the PCI agreement
Sign the Services agreement
Once completed, your account will be submitted for activation.
Account activation
Most accounts are opened instantly
In some cases, additional reviews may be required
Additional reviews can take up to 24 hours
Over 90% of accounts are approved without delay.
Need more help?
Contact Zavo Support via the dashboard, mobile app, website, or speak with your Zavo sales agent or Account Manager.