How to verify a payment account before store setup?

[whereissupport]

Hi, I need help to verify my account for sending payments. And I need to do this BEFORE I set up my store and integration with my website.

I don't want to set everything up. Then you will ask me for business and bank information, which I have. But then you might ask me to upload a drivers license, which our company CEO would need to do. Then I don't want you to have to make a new account all over again in the CEO's name and then they need to share their password with me to continue setting up the account.

[Kitana · Accepted solution]

Hi @whereissupport, thanks for reaching out to the Shopify Community. 

It's great that you're thinking of these things before you move forward. You can create your account and set everything up as the account owner. Since the banking details and payment details will be in your CEO's name, you can create a staff account for your CEO and then transfer store ownership to them so they can send us that information if anything needs to be verified. You would still have access to the account and be able to make changes, you just wouldn't be the store owner and you wouldn't be able to access some sections like their banking information. Read more about staff accounts here, and check out this help doc about transferring account ownership.