After creating your account on Primefy, the next step is to complete your profile to start using all the features of our smart payment platform.
In this step-by-step guide, we'll show you how to do this quickly and easily.
Step-by-Step Guide to Complete Your Profile:
1. Log in to your Primefy Dashboard: Access your Primefy account using your login credentials.
2. Find the Profile Completion Message: At the top of your Primefy Dashboard home screen, you will see a highlighted message that says, "To start selling, you need to complete your profile." Click on this message to begin the process.
3. Confirm Your Personal Information: On the profile completion page, you'll need to enter or confirm personal information such as your CPF (individual taxpayer identification number), date of birth, and phone number.
💡 Some of this data may already be filled in automatically based on the information provided during the Primefy account creation process.
4. Business Details: Provide information about your business, including the category of the company, trade name, and add your logo if desired.
5. Banking Information: Enter and/or confirm your banking details. This step is crucial for you to receive payments from your sales conveniently.
6. Attach Supporting Documents: It's important to attach documents that verify the information provided earlier. The required documents include proof of business activity to demonstrate that your company is active and in good standing, an identification document for the responsible person in the company, and a proof of address. You also have the option to attach other relevant documents to make the data review more robust and facilitate approval.
⚡ For more information, access our article on which documents you need to create your Primefy account.
7. Submit Your Information: Click the button to submit the information. After submission, our team will review the submitted documents, and your registration will be completed shortly.
Completing your profile on Primefy is a simple and quick process. The sooner you provide the necessary information, the sooner you can start enjoying the features of Primefy and receiving payments securely and efficiently.
If you have any questions or encounter any issues during the profile completion process, our support team is available to assist. We are here to make your experience with Primefy the best it can be and help you boost your business.