Add Account to your Organization

As a business, you may want to add new accounts to your organization.  The administrator role will have access to use this feature. The Account Management screen displays a list of the accounts you currently have attached to your organization.

Here is a helpful video to quickly get you started.

Follow the instructions below to add an account:

Add an Account

1. From the Merchant Direct main menu, under the Self Serve section, click Account Management.

• The Account Management screen appears. 

1. Click on the Add account button located beside the search field. The Add Account screen appears.

Note:     Only numeric values are accepted in all the fields.

1. In the Account information section, click on the Moneris account number field. Enter the last 9 digits of the Moneris account number.

Note:     Do not enter the first 4 digits of the Moneris account number.

Note:     An error message will appear for incorrect number: "Enter a valid 9 digits Moneris Account number".

1.  In the Banking information section:

• Click on the Transit number field. Enter the 5 digit transit number. 

Note:     An error message will appear for incorrect number:  "Enter a valid 5 digits Transit number".

• Click on the Financial institution field. Enter the 3 digit financial institution number. 

Note:     An error message will appear for incorrect number:  "Enter a valid 3 digits financial institution".

• Click on the Bank account number field. Enter the 7 to 12 digit bank account number. 

Note:     An error message will appear for any spaces or hyphens:  "Enter a valid account number".

Note:     Use the example text and cheque provided for your reference.

1. Click on the Add account button at the bottom of the screen. The Account Management screen appears. 

• The message "The account "0030XXXXXXXXX" has been successfully added" displays at the top of the screen.
• The newly added account is located at the top of the list.

Add Duplicate Account 

On the Add Account screen, in the Account information section, you may notice the message "Do not enter a Moneris account already attached to your ID" on the top right corner of the screen in red font. You may inadvertently add another Moneris account number that already exists. If you do, you will receive the following popup error message:

1. Click Go back.
2. Enter a new Moneris account number.

Multiple Failed Attempts

There may be times where you enter incorrect numbers. If the information you entered does not match, you will receive the following popup error message:

1. Click OK.
2. Re-enter all the field numbers again.

Note:     You will not be informed which field has the incorrect information. 

After 3 attempts of entering incorrect numbers, you will receive the following popup message:

1. Click Go back.

Note:     You may need to use the Contact us feature located at the bottom right corner.

The Add account button on the Account Management screen will be unavailable. The following message will appear when you attempt to click the Add account button "This feature is unavailable, try again later.".