If your Delegate / Accountant has invited you to use Modulr, here's how to access, complete and submit the application.
Your Delegate/Accountant will have started the application and completed most of the information. They then will have sent a unique application link to you via email.
- Check your inbox. Select the link in the email to access the information. Now you can access the application details to:
- Review (and amend if necessary) the details that have been entered about your business
- Add any information that's missing or your Delegate/Accountant couldn't complete
- Agree to the Terms and Conditions and the Privacy Policy
- Submit the Application
Reviewing the application
Our application form is broken down into different steps asking for business data and personal details of certain associated individuals related to the business that we must verify to complete your application.
Information we ask for at signup →
- The progress of your application will be shown in the progress bar at the top left of the screen
- Once you've provided all the details for each step, the ‘Next’ button will activate, allowing you to move to the next step – you can go back at any time to edit previous steps.
- On occasion, our forms may ask for further information depending on what selections you are making, such as the ‘relationship to the business’ field when providing person details, please ensure all required fields are populated.
Submitting the application
Once you’re happy all the information is correct you can submit your application.
- Double check that all the information is correct.
- Read the disclaimer and select the checkbox if you agree with the statement.
- Select ‘Confirm and Submit all Information’.
What happens next?
The application will be subject to our usual Compliance checks, and your Delegate/Accountant will be able to monitor the status of the application in their Modulr Portal until checks are complete.
Most applications are reviewed within 5 business days. If any more information is needed to complete your application, Modulr will be in touch via email.
Once checks are done
Once our checks are done, you'll receive an email containing a username and a link to set up your access in the Modulr Portal.
Setting up your Modulr access
Learn more about setting up your access here.
Your account will also be linked to your Accountant/Delegate, who can manage accounts and payments on your behalf via their Modulr Portal.