What Happens Next for Your Mobile Point of Sale Solution or Point of Sale Solution Basics Software Plan Account

Once your Merchant Services application is approved, there are a few steps you’ll need to complete to finish setting up your account. Follow the steps below so you’re ready to begin accepting payments.

Review and approve your disclosures

1. Respond promptly to requests from our Underwriting team for additional information. We may need additional documents to approve your account.

   NOTE: Our Underwriting phone number may not display “Bank of America” on caller ID. Monitor your inbox for requests from Bank of America to upload documents through Business Advantage 360 online banking.

2. After your application is approved, you'll receive a confirmation email from onlinebanking@ealerts.bankofamerica.com asking you to log in and review disclosures and fee schedules.
3. Log in to review your disclosures and fee schedules. 
   • Use your first and last name, date of birth, and business tax identification number that you provided on your Merchant Services application. 
   • Contact your Merchant Solutions Associate with any questions.
4. Review the disclosures and complete electronic signatures.

   IMPORTANT!
   You must complete all required electronic signatures and required equipment payments  to finalize your merchant account setup and initiate equipment shipment. The e-signature link expires after 30 days.

5. If payment is required for your equipment, complete the payment using your Bank of America checking account or a credit/debit card. 
   • Your equipment will ship within 24 hours of payment, excluding weekends and holidays.

Finish setting up your account

1. Access your new merchant account in online banking using the account information provided in the  “Welcome to Merchant Services from Bank of America” email from merchantactivations@ealerts.bankofamerica.com. 
2. Finish your solution enrollment:
   • Bank of America Point of Sale Solution Basics software plan: You'll receive an email from support@mail-pointofsale.bofa.com with the subject line “Finish your enrollment for your Bank of America Point of Sale Solution.” The email includes your username, password, and next steps to complete setup and activation. 
   • Mobile Point of Sale Solution: You'll receive an email from support@mail-pointofsale.bofa.com with instructions to log in and create a password using the business email address provided on your application. You'll also receive instructions to download the Bank of America Point of Sale mobile app from the Apple App Store or Google Play. The activation email expires within 2 weeks.
3. Get started with your solution:
   • Getting Started with Point of Sale Solution Basics software plan
   • Getting Started with Mobile Point of Sale Solution

Find additional information throughout the Merchant Help Center to help you set up, use and troubleshoot your Merchant Services products and services.