How do I sign up with a Business Account in OPTAVIA PAY?

Signing up in OPTAVIA PAY with a business account is easy when you follow these steps.  Please note, that with longer wait times, if possible, it is easier to follow the guide below. (We apologize for the blurriness of this guide; while not OPTA-Clear, we know there have been many questions about this process!)

Account Activation:

If you are an…

• Individual

  • Select Individual if you are one of the following:
    • An individual
    • A Sole Proprietor
    • A Single-Member LLC

• Business

  • Select Business if you are one of the following:
    • A Corporation
    • A Partnership
    • A Limited Liability Company

W9 Verification

• As an Individual

• Select the Check Box, and then OK to proceed

• Please ensure that the account profile information on this page matches your taxpayer information on file with the IRS.
  • First Name
  • Last Name
  • SSN (Social Security Number/Taxpayer Identification Number)
    
    
• Check off the two check boxes in the Electronic System Submission section, and select Confirm.

• After successfully verifying your taxpayer information, you should be shown a confirmation message.

• As a Business

• Select the Check Box and then OK to proceed
  
  

• Please ensure that the account profile information on this page matches your taxpayer information on file with the IRS.
  • Business Name
  • Employer Identification Number (EIN)
    
    
• Check off the two check boxes in the Electronic System Submission section, and select Confirm

• After successfully verifying your taxpayer information, you should be shown a confirmation message.