Account & KYC

Verification requirements and banking configuration

The Account & KYC section manages your identity verification, business documentation, and banking details required to receive payouts.

Accessing Account Settings

Navigate to Finance → Account to manage your account details.

Verification Status

StatusDescriptionCapabilities
PendingVerification in progressLimited processing
VerifiedFully verifiedFull capabilities
Action RequiredAdditional info neededMay have restrictions

KYC Requirements

Know Your Customer (KYC) verification typically requires:

For Individuals / Sole Proprietors

  • Legal name
  • Date of birth
  • Address
  • Social Security Number (SSN) or Tax ID
  • Government-issued photo ID

For Businesses

  • Legal business name
  • Business address
  • EIN or Tax ID
  • Business type (LLC, Corporation, etc.)
  • Formation documents (may be required)
  • Beneficial owner information
Verification requirements vary by country and business type. RevKeen will prompt you for exactly what's needed.

Submitting Documents

  1. Go to Finance → Account
  2. Click Complete Verification
  3. Follow the prompts to provide required information
  4. Upload clear photos of requested documents
  5. Submit for review

Document tips:

  • Ensure documents are clearly readable
  • Submit full pages, not cropped images
  • Use color photos when possible
  • Avoid glare or shadows

Bank Account Setup

Configure where you receive payouts:

  1. Go to Finance → Account → Bank Details
  2. Click Add Bank Account
  3. Enter bank account information:
    • Account holder name
    • Routing number
    • Account number
    • Account type (checking or savings)
  4. Verify ownership (micro-deposits or instant verification)
Ensure bank account details are accurate. Incorrect information can delay payouts or result in failed transfers.

Bank Verification Methods

MethodHow It WorksTime
Instant VerificationLog in to your bank to verify ownershipImmediate
Micro-depositsTwo small deposits sent; you confirm amounts1-2 business days

Business Information

Update your business profile:

  • Business name - Legal and display names
  • Business address - Registered address
  • Business phone - Contact number
  • Business website - Your website URL
  • Industry - Business category
  • Statement descriptor - What appears on customer statements

Tax Information

Provide tax information for reporting:

  • Tax ID - EIN, SSN, or local equivalent
  • Tax country - Where you're taxed
  • VAT number - If applicable
RevKeen may be required to issue tax forms (1099-K in the US) based on your processing volume. Accurate information ensures correct reporting.

Account Limits

Your account may have processing limits based on verification status:

Limit TypeDescription
Monthly VolumeMaximum processing per month
Per-TransactionMaximum single transaction amount
Payout ScheduleHow often you receive payouts

Limits increase automatically as you build processing history or can be raised by completing additional verification.

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