This short video explains the steps to take to update your WePay Account and have monies transferred to your local group's bank account:
Until action is taken, your account cannot process any future payments, and the current monies waiting for you cannot be transferred to your local group's bank account.
There are several reasons why your Merchant Account could require action.
1. The Controller used the Local Name and Number of your group, rather than the LEGAL NAME filed by your parent organization for your EIN.
What does this look like?
WePay may ask you to "provide proof of your organization name" or "proof of your non-profit". When the Controller has entered the your local name with the IRS EIN, there is no way that this local name can be verified.
You MUST use the Legal Name that was filed with the IRS along with your EIN. This is generally the legal name of your parent organization.
You will need to ask WePay to "reset the KYC" OR send us an email at firstname.lastname@example.org immediately with your name and role, local group name and/or number, and your parent organization name. We can ask WePay to reset the KYC.
Groupable can reach WePay with a same-day response. This account verification can usually be resolved within 24-72 hours when working with the Groupable Team.
Once KYC has been reset, log in to WePay, click the blue bar at the top of your account, and enter the LEGAL NAME filed with the IRS, as well as double-checking your EIN at groupable:m2 > Info/Officers (yes, secretaries sometimes have recorded the EIN incorrectly! Always double and triple-check your EIN and Legal Name before going through the verification process).
Below your Legal Name, you will check the box and enter your local name and number in the "doing business as" field.
If you have any questions, please reach out to email@example.com so that your friendly Groupable Team can assist in promptly working with you and WePay.
2. Your Bank Account information needs to be re-entered.
Log in to WePay and click the blue bar at the top of the screen, entering and saving your bank routing number and account numbers.
3. WePay could not confirm the Admin is a legal representative of your local group or affiliated with your parent organization.
Log in to WePay and click the blue bar to upload documentation. The single best form of proof of this relationship is a screenshot of your local group's groupable:m2 > Info/Officers screen. Make sure that this screenshot includes the name of the Controller and their role (ie: Assistant Secretary: John Doe).
This screenshot provides proof that you, your local group, and your parent organization are all legitimately connected. If WePay has any questions, just reach out to us at firstname.lastname@example.org and we can assist.
As always, please reach out to email@example.com if you do not get prompt resolution with WePay after providing this screenshot.
If any issues persist:
If this updated EIN and IRS Entity Name do not resolve the action required for your WePay Account, or if you are unable to enter your updated Organization Information when logged in:
Forward any WePay emails to firstname.lastname@example.org for prompt and friendly support. Provide your WePay Account ID, Your first and last name and role (Secretary, Assistant Secretary, Master on behalf of Secretary, etc), lodge name and number, and jurisdiction when you are asking for assistance.