(L2) MetaBank Rewards Reloadable, 688727
(L3) Advarra LAP, 743968
Company Information
Customer Type Subclient- Parent Customer Advarra- Top Client Pathward
Fill out company information
Contact Name- Advarra Invoicing
Contact Email michael.greenwood@advarra.com
AM Will Turley
Advarra Clients in the set up chose - show full card number
No need to upload the contract click next
Program Setup
Product Type-Corporate Payments
Product Selection- For Generic Advarra Clients Visa-CT2-LAP-IIC
if Advarra client is branding likely will be on Mastercard CT2 LAP IIC
Enter Client ID
Then create virtual funding account. Enter the VF Client ID and Click Create Virtual Account.
In First Name put the company name and then click save and add
Then select package id 162395 - Advarra CT2 Visa LAP PW
check box for EOY 1099 Report
Click Next
Invoice Setup
Pricing plan-CT Direct
Card fee $2.50
Load fee $0.75
If client is branding add $500 branding fee
Payment Options leave blank
Click Invoice Value Load Fee
Click Invoice Client
Invoice Generate Period-Start of The Month
Due Date Period- 30 Days
Company Name = Advarra-Client Name
Contact Email michael.greenwood@advarra.com
Add Fees to Invoice
Value Load Fee
Card Fee
Shipping
Branding if applicable
Then click next until you get to Finish
Advarra Portal Admin Setup/ Spreadsheet updates
Go to Portal Admins
Create User
User Role-Customer Admin
Customer-Client Name
First Name- Emily
Last Name- Ledney
Email-emily.ledney@advarra.com
Username- Advarra_Clientname
Make sure all selections are applicable to program
Click Send User Registration Email
https://fileshare.forteresearch.com/WebInterface/login.html#/ may need to email Emily to get access
Complete spreadsheet with API IDs