Establish and Configure a CardConnect Merchant Account
Setting up a CardConnect merchant account should be easy and quick!
To establish a merchant account with CardConnect
Silent Auction Pro™ has a dedicated inside sales representative at CardConnect who will help you through the process on CardConnect's side.
To begin, click the Sign Up Today button on our custom Silent Auction Pro™/CardConnect
landing page. You will hear from CardConnect within the hour of submitting your inquiry.
When the CardConnect representative calls to speak with you about establishing an account, you (or the financial representative for your organization) will need to have available
certain banking, legal, and other information to successfully complete the application with CardConnect.
Information needed to complete CardConnect set up:
- Business/Organization owner/signer: Only a main stakeholder (account signer) of the organization can complete the application.
You will need to provide contact information for the business, as well as be able to "confirm the identity" of the authorized signer.
- Tax ID/EIN
- DBA (Legal or Tax Filing name of business)
- Business start date
- SSN: You will be asked to input your own Social Security Number (last 4 digits) when you digitally sign the application. If the CardConnect rep asks for your SSN during the application phone call, you
can decline.
- Complete banking information, including account and routing numbers
It is possible to deposit into one account and have the CardConnect fees withdrawn from a different account.
CardConnect requires that transaction fees are automatically withdrawn from your specified account. Fees are withdrawn at the beginning of each active month.
- "Average Ticket Amount" and "High Ticket Amount": The ticket amount is not in reference to your attendance tickets. It means transaction amount.
For example: Let's say most of your bidders will likely spend around $200 at the event. But you could have one generous donor that spends in excess of $5000. You may need to provide
that information to CardConnect to prevent a fraud alert which could delay funding after your event is over and the transactions are processing.
- Seasonal Account Active Months: Most Silent Auction Pro™ customers only plan to take payments a few months out of the year. Provide your "active" months.
Submitting the CardConnect Application
Once the CardConnect rep submits your application form, you (the authorized CardConnect contact) will receive an email from CardPointe that includes a link: Sign My Application
Before you can review and sign the application, you will need to create login credentials for CardPointe. The CardConnect representative will walk you through this process.
While reviewing the application, and before you sign, you will be required to provide the last four digits of your SSN.
The CardPointe credentials you create to sign your application should be kept! You will need them again, anytime you want to access your transactions through www.cardpointe.com
once you start taking payments.
The final step is to sign the application digitally. You will then have 5 minutes to confirm your identity by answering a few questions on the application.
Account approval should take less than 24 hours. In most cases, customers are boarded (ready to take payments) within 4-6 hours.
What happens next...
Once you've confirmed your identity, and the application has been submitted for review, you will start to receive emails from CardConnect updating you on the status
of your application.
- Your Application is Complete! Welcome to CardPointe.
- We Are Processing your CardPointe Application
- CardConnect - Welcome
Once you receive the Welcome email, you're in the home stretch! Silent Auction Pro™ will also be notified that your account is ready, and we will handle the next step for you.
Configuring your CardConnect Payments Pro Merchant Account in Silent Auction Pro™
Once you receive notification from CardConnect that your CardConnect account has been approved, you can link your new CardConnect account to Silent Auction Pro™ to enable credit card processing.
Silent Auction Pro™ will complete the configuration step on your behalf. After the configuration is complete, we will send an email indicating that you're ready to
test your account, and then accept payments.
As a final step we strongly recommend that you store (authorize) a credit card and then run a $1 transaction on that card.
The final step is to process a $1 test transaction using a valid credit card
To store a credit card and run a test transaction
- Go to and enter your own name in the Search for contact field
- If you are not already a contact, click to add a new contact and enter your information
- If you are already a contact, click on your last name
- Click on the Authorize Credit Card button
- Enter your credit card information and click
- Once you have successfully stored your credit card, you need to run a $1 test transaction
- Go to the enter your bidder number or last name in the "Bidder number or name" field
- Click the View invoice button
- Select the "Previously Authorized Card..." radio button option
- Enter $1 in the "Additional Donation" field
- Click the Process invoice button
The invoice should process and you should be presented with a Payment Record for the $1 donation. Assuming all this works, you have verified that you can store credit cards
and then process charges on the stored cards. This completely validates your merchant account and the interaction between Silent Auction Pro™ and CardConnect.
