The CSP onboarding guides you through the first steps required to set up your account and the creation of a legal entity and an associated payment method by filling out some information about you and your company. You can complement and edit these fields later, except for your country and tax registration information.

• Hover over the information icon in the fields to read a description.
• Red asterisks mark required fields.
• If you close the onboarding screen by mistake, you can register your payment methods and legal entities in the CSP. For more information see View and Manage Payment Methods Information (Previously Remit-To).

Follow these steps to complete the onboarding process:

1. Fill out your primary address. This is the main address associated with your business.
   • Select the Add symbol if you require additional address lines.
2. Select Save and Next. This reveals a new section depending on your selected country.
3. Fill out the information about your tax registration.
4. Select Save and Next.
   • A green banner on the top of the progress bar indicates that the primary address was saved successfully.
   • The new screen will guide you through creating your first payment methods.
5. Enter the information in the form to receive Virtual Card payments. You can also select the checkmark next to the My company does not accept Virtual Card payments label to continue.
6. Select Save and Next.
7. Enter the information in the form to receive Bank Transfer payments. You can also select the checkmark next to the My company does not accept Bank Transfer payments label to continue. For more information, see View and Manage Payment Methods Information (Previously Remit-To).
8. Select Save and Next.
9. Select one of the Programs for you. For more information, see Programs for you.
10. Once you finish the onboarding process, you are redirected to your Business Profile.