- Invite your Canadian vendor to securely share banking details.
Send the invitation by opening the Invite Vendors tab in Ottimate. Select your international vendor, pick the currency (CAD or USD), and send the invite.
The vendor will get an email, set up a secure login, and confirm their identity with Two-Factor Authentication (2FA).
Next, the vendor will be asked to link their Canadian bank account securely through Plaid. They’ll choose their bank and log in with their usual banking details.
To finish setting up their profile, the vendor needs to upload a recent bank statement and a Certification of Status.
The vendor can choose their preferred currency (CAD or USD) and let you know which payment methods they accept, such as iACH, Wire, or Check.
After the vendor submits their information, our team will review the details. Once approved, their status will change to "Verified," and you can start scheduling digital payments.
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