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Financial Information

  • Account purpose - Why the business is using the service (from catalogue)
  • Industry - What industry the business operates in (from catalogue)
  • Monthly transaction volume - Expected amount in US dollars per month
  • Source of funds - Where the business money comes from (e.g., sales revenue, from catalogue)
  • Third-party fund usage - Whether the business processes money for other parties
    • Set to NO for most normal businesses (SaaS, consulting, import/export, etc.)
    • Set to YES only for payment processors, escrow services, or money services businesses