Square Reseller Program – Agent Setup Instructions

Square Reseller Program – Agent Setup Instructions 

Welcome to the FineTech Business Solutions Square Reseller Program! 

Follow the steps below to get started selling Square successfully. 

Step 1: Select & Purchase Your Client's Square Hardware 

Before creating a merchant account, determine which Square hardware best fits your client's business needs. 

Browse Square's hardware options here: 

https://squareup.com/us/en 

Once you have identified the appropriate hardware, purchase the equipment directly through Square before proceeding with the merchant account signup. 

Common hardware options include: 

After the hardware order has been placed, continue to Step 2. 

Step 2: Choose the Correct Merchant Signup Link 

We have two co-branded Square signup links depending on the pricing model. 

Option 1 – Standard Rack Rate 

Pricing: 2.6% + $0.15 per transaction 

https://squareup.com/i/0E7CF341BA 

Use this option for merchants who prefer Square's standard pricing. 

Option 2 – 4% Flat Rate 

Pricing: 4% Flat Rate 

https://squareup.com/i/9E92B9FF51 

This program is designed to work with one of the following cost recovery programs: 

These programs can dramatically reduce—or even eliminate—the merchant's credit card processing expense and should be positioned as a major value-add during your sales presentation. 

Step 3: Learn How to Configure the Program 

Cash Discount Setup Guide 

https://squareup.com/help/us/en/article/3955-create-and-manage-discounts 

Service Charge Setup Guide 

https://squareup.com/help/us/en/article/7625-get-started-with-service-charges 

Quick Video Tutorial 

https://www.youtube.com/shorts/zCxsohLxpZs 

Step 4: Review the Square Reseller Onboarding Guide 

Please review the attached Square Reseller Onboarding Guide thoroughly. 

The guide covers: 

This guide should become one of your primary sales resources. 

Step 5: Attend Training 

We strongly recommend participating in: 

Training Schedule: 

https://docs.google.com/spreadsheets/d/1y4YktyTuq9yyc72l18SgokP_-j8FzEyNg7gz7KiaPnY/edit?gid=0#gid=0 

Agent Checklist 

☐ Select and purchase the appropriate Square hardware for your client 

☐ Complete the merchant signup using the appropriate FineTech link 

☐ Review the Square Reseller Onboarding Guide 

☐ Attend virtual training 

☐ Understand the difference between: 

☐ Start boarding merchants! 

Welcome to the FineTech Business Solutions Square Reseller Program! We look forward to helping you build your Square portfolio and grow your business.