The following 1-2-3 steps describe what you need to do to set up your user account and start using Moneris Go portal. 

Ensure your mobile device/PC meets the minimum requirements

• Up-to-date supported browser installed (Google Chrome, Microsoft Edge, and Apple Safari)
• Cookies enabled
• Internet access
• Valid email address (for use in setting up your user account)

Set up your account

Are you the primary user? 

Are you a secondary user?

1. Activate your user account (see Moneris Go portal - Activating your Moneris Go portal user account via activation email).

Ready to log in and use the Moneris Go portal?

• See Moneris Go portal - list of Moneris Go portal features and functions.

If you enrolled for your Moneris merchant account via the open enrollment process (see Moneris Go Portal - How to get started) and you DO NOT have a Merchant Direct user account, follow the steps below to simultaneously create your Moneris Go portal user account and enable access to Moneris Portal, our single sign-on platform. Through Moneris Portal, you will have access to the Moneris Go portal application.

Before you begin, please ensure that you have your 13-digit merchant ID and store ID (these IDs were sent to you in your Welcome letter/email or can be found in your Moneris statement).

1. Visit https://login.moneris.com/en/login to start on the Moneris Portal "Log In" page (shown below).
   
2. Click on Create an account.
3. When the "Create Moneris Portal account" dialog displays (shown below), fill in the fields:
   
   1. In the Email field, enter your email address.
   2. In the Confirm email field, re-enter the email address that you entered in the previous step.
      Note: When your Moneris Portal user account is created, this address will serve as your Moneris Portal login ID.
   3. In the Merchant number field, enter your 13-digit merchant ID.
      Note: Please refer to your Moneris statement or Welcome letter/email for your merchant ID.
   4. Click on the Next button.
4. When the "Confirm the following details" dialog displays (shown below), do the following:
   
   1. In the First Name field, enter your first name.
   2. In the Last Name field, enter your surname.
   3. In the "Language" drop-down, select the default display language (English or French) in which to continue the account setup.
   4. Click on the Create button, and wait for a response.
5. When the "Create Password" dialog displays (shown below), create your Moneris Portal login password:
   
   1. In the New password field, enter the password that you will use to log into Moneris Portal.
      Note: The password must adhere to these requirements:
      • 10 or more characters in length
      • Include uppercase and lowercase characters
      • Include at least one number
   2. In the Confirm new password field, re-enter the password.
      Note: The data in the "Confirm new password" field must match the data in the "New password" field.
   3. Click on the Submit button, and wait for a response.
6. When the "Security questions" page displays (shown below), configure your security questions and answers:
   Note: You have up to 10:00 minutes to configure your security questions answers. If you cannot configure your security questions before the time elapses, you will be directed to restart the migration process again.
   
   1. Click on each of the Security question # of # drop-downs, and select a security question.
   2. In each Your answer field, enter an answer to the corresponding security question you selected.
      Note: If you need to reset your Moneris Portal password, Moneris Portal will prompt you to answer one of these security questions as a means of authenticating your identity.
   3. Click on the Submit button, and wait for a response.
7. When the "New account: Account has been successfully created" dialog displays (shown below), click on its Log in button.
   
8. When the Moneris Portal "Log In" page displays (shown below), enter your login credentials:
   Note: You can also access the login page by visiting https://login.moneris.com/en/login).
   
   1. In the Email field, enter the email address that you registered during your account setup in step 4 of this procedure.
   2. In the Password field, enter the password that you created in step 6 of this procedure.
   3. Click on the Log In button, and wait for a response.
9. When the "Verify Code" dialog displays (shown below), it means we have sent a 6-digit authentication code to the inbox for your Moneris Portal login email address. Do the following:
   Note: If you want us to send a new code, click on Send new code.
   
   1. Open the "Moneris verification code" message in your inbox, and copy the 6-digit code (shown below) to your device's clipboard.
      
   2. Paste the code in the "Verify Code" dialog's Verification code field.
      • If you do not want to be prompted to enter a verification code each time you log in from the same device and browser, checkmark the Remember my device box in the dialog.
        Note: If enabled (checkmarked), this setting is effective up to 30 days so long as you log in from the same device and browser. After 30 days has elapsed, Moneris Portal will again prompt you for 2-factor authentication. When this happens, you may opt to re-enable the "Remember my device" setting.
   3. Click on the Verify code button in the "Verify Code" dialog, and wait for a response.
10. When the "Your portal(s)" page displays (shown partially below), click on the "Moneris Go Portal" tile's Launch button to launch the Moneris Go portal application.
    
11. When the "Stores" page displays (shown below), continue in Moneris Go portal - Adding the first store to the primary user account.
    

If you received a Moneris Go activation email in your inbox (see Moneris Go portal - How to get started), follow the steps below to activate your Moneris Go portal user account. Once your user account is activated, you will access the Moneris Go portal application via Moneris Portal, our single sign-on platform.

1. Open the "User account activation" email in your inbox, and click on the message's Activate my account link/button (shown below).
   Note: If you did not receive your activation email, see Moneris Go portal - Troubleshooting issues
   
2. When the "Confirm the following details" dialog displays (shown below), do the following:
   
   1. Confirm that the information pre-filling the First Name field and the Last Name field is correct.
      Note:  If desired, you can edit the information in any of these data fields.
   2. In the "Language" drop-down, select the default display language (English or French) in which to continue the migration.
   3. Click on the Create button, and wait for a response.
3. When the "Create Password" dialog displays (shown below), do the following:
   
   1. In the Password field, enter the password that you will use to log into Moneris Portal.
      Note: The password must adhere to these requirements:
      • 10 or more characters in length
      • Include uppercase and lowercase characters
      • Include at least one number
   2. In the Confirm new password field, re-enter the password.
      Note: The data in the "Confirm new password" field must match the data in the "Password" field.
   3. Click on the Submit button, and wait for a response.
4. When the "Security questions" page displays (shown below), configure your security questions and answers:
   Note: You have up to 10:00 minutes to configure your security questions answers. If you cannot configure your security questions before the time elapses, you will be directed to restart the migration process again.
   
   1. Click on each of the Security question # of # drop-downs, and select a security question.
   2. In each Your answer field, enter an answer to the corresponding security question you selected.
      Note: If you need to reset your Moneris Portal password, Moneris Portal will prompt you to answer one of these security questions as a means of authenticating your identity.
   3. Click on the Submit button, and wait for a response.
5. When the "New account: Account has been successfully created" dialog displays (shown below), click on its Log in button.
   
6. When the Moneris Portal "Log In" page displays (shown below), enter your login credentials:
   Note: You can also access the login page by visiting https://login.moneris.com/en/login.
   
   1. In the Email field, enter the email address to which we sent your account activation email.
   2. In the Password field, enter the password that you created in step 2.
   3. Click on the Log In button, and wait for a response.
7. When the "Verify Code" dialog displays (shown below), it means we have sent a 6-digit authentication code to the inbox for your Moneris Portal login email address. Do the following:
   Note: If you want us to send a new code, click on Send new code.
   
   1. Open the "Moneris verification code" message in your inbox, and copy the 6-digit code (shown below) to your device's clipboard.
      
   2. Paste the code in the "Verify Code" dialog's Verification code field.
      • If you do not want to be prompted to enter a verification code each time you log in from the same device and browser, checkmark the Remember my device box in the dialog.
        Note: If enabled (checkmarked), this setting is effective up to 30 days so long as you log in from the same device and browser. After 30 days has elapsed, Moneris Portal will again prompt you for 2-factor authentication. When this happens, you may opt to re-enable the "Remember my device" setting.
   3. Click on the Verify code button in the "Verify Code" dialog, and wait for a response.
8. When the "Your portal(s)" page displays (shown partially below), click on the "Moneris Go portal" tile's Launch button (shown above) to start a login session in the Moneris Go portal application.
   
9. Continue in Moneris Go portal - Accessing a store after logging into Moneris Go portal.

If YOU ARE a Merchant Direct user (see Moneris Go portal - How to get started), follow the steps below to activate your Moneris Go portal user account.

1. Start on the Moneris Portal "Log In" page shown below (visit https://login.moneris.com/en/login).
   
   1. In the Email field, enter the email address that you registered when you activated your Merchant Direct account (i.e., this is the same address that you use to log into Moneris Portal or Merchant Direct).
   2. In the Password field, enter the password that you use to log into Moneris Portal or Merchant Direct.
   3. Click on the Log In button, and wait for a response.
2. When the "Verify Code" dialog displays (shown below), it means we have sent a 6-digit authentication code to your inbox. Do the following:
   Note: If you want a new code, click on Send new code.
   
   1. Open the "Moneris verification code" message in your inbox, and copy the 6-digit code (shown below) to your device's clipboard.
   2. Paste the code in the "Verify Code" dialog's Verification code field.
      • If you do not want to be prompted to enter a verification code each time you log in from the same device and browser, checkmark the Remember my device box in the dialog.
        Note: If enabled (checkmarked), this setting is effective up to 30 days so long as you log in from the same device and browser. After 30 days has elapsed, Moneris Portal will again prompt you for 2-factor authentication. When this happens, you may opt to re-enable the "Remember my device" setting.
   3. Click on the Verify code button in the "Verify Code" dialog, and wait for a response.
3. When the "Your portal(s)" page displays (shown partially below), click on the "Moneris Go Portal" tile's Activate button.
   
4. When the "Create portal account" dialog displays (shown below), enter your 13-digit merchant number in the Merchant Number field, and click on the Next button.
   Note: You can locate this ID in your Moneris statement or Welcome email/letter.
   
5. When the "Success" dialog displays (shown below), click on its Return to Moneris Portal button.
   
6. When the "Your portal(s)" page displays (shown partially below), click on the "Moneris Go Portal" tile's Launch button to start a login session in the Moneris Go portal application.
   
7. When the "Stores" page displays (shown below), continue in Moneris Go portal - Adding the first store to the primary user account.

If you are the merchant account holder/primary user and you have just logged into Moneris Go portal via Moneris Portal for the first time (see Moneris Go portal - How to get started), follow the steps below to add/link the first store to your Moneris Go portal user account.
Note: After you complete this procedure, you will have access to all the features of your Moneris Go portal store, and you can subsequently allow new users to access and use the store.

1. On the "Stores" page (shown below), click on the Add store button.
   Note:  For login instructions, see Moneris Go Portal - Logging into the Moneris Go portal.
   
2. When the "Add store" window displays (shown below), fill in the fields with the required IDs, which you can find in your Moneris statement or Welcome email/letter:
   
   1. In the Store ID field, enter the store ID of the store that you want to add.
   2. In the Merchant ID field, enter your 13-digit merchant ID.
   3. Click on the Submit button. 
3. When the "Terms and conditions" window displays (shown below), scroll through and read the terms, and then click on the Accept button.
   
4. If the "Stores" page displays (shown below), click on the store tile.
   
5. When the "Dashboard" page displays (shown below), means you have successfully added and accessed your store.
   
6. You can start using the store's features and functions (e.g., define your store settings, add new users, perform financial transactions, etc.). See Moneris Go portal - List of Moneris Go portal features and functions.