Merchant Direct - Introduction
This article provides instructions on logging in to Moneris Portal and Merchant Direct, as well as some general introductory information about the dashboard.
Overview
Moneris® Merchant Direct is an evolution of the original Merchant Direct reporting and administration portal. It is available 24/7 and features a slick new interface, with simplified, yet powerful new reporting tools to make it easier to get access to the data that matters to you, and improved self-serve features.
This article features:
- Moneris Portal overview and its impacts to Merchant Direct
- Instructions for logging into the Moneris Portal
- Creating an account from the Login page
- Activating your Merchant Direct account
- Logging in to Merchant Direct
- Signing out of Merchant Direct
- Signing out of Moneris Portal
- Viewing the Dashboard
- What's new in the latest release of Merchant Direct
Getting started
What is Moneris Portal?
The Moneris Portal is intended to be a single location from which to access all your Moneris digital products, including Merchant Direct and Go portal. As we continue to build the solution, more digital products will be added to the Moneris Portal.
The good news is that you won’t need to learn new ways of doing things or how to use new functionality. This release is simply about changing the look and feel of the logon experience and main menu, without impacting the other functionality of Merchant Direct.
How does Moneris Portal impact Merchant Direct?
Previously, merchants were able to access Merchant Direct by going to the Moneris home page and clicking Login, or through the login.moneris.com URL.
With the release of Moneris Portal, Moneris is looking to streamline portal access and have a single point of sign on for all of your Moneris portals, including Go Portal, Merchant Direct, and Moneris Insights. The process to sign in to Merchant Direct is now different, and will be explained in this section of the article.
You will learn how to:
- create a Moneris Portal account from the Login page
- activate your Merchant Direct account
- log in to Merchant Direct
- log out of Merchant Direct
- log out of Moneris Portal
- navigate the new main menu structure of Merchant Direct
How do I login to the Moneris Portal?
You can log into the Moneris Portal using the credentials you created as part of your set up journey.
- If you don't have an account, refer to Create a Moneris Portal account from the log in page.
- Supported browsers: Make sure you are using the latest version of Google Chrome, Microsoft Edge, Apple Safari, or Mozilla Firefox.
Follow these steps to log in to Moneris Portal.
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After verifying your identity, the Moneris Portal displays a tile for each portal for which you are registered, for example, Merchant Direct and Go Portal. Click Launch to access each portal. If the tile displays the Activate button (shown below for Go Portal) instead of the Launch button, click Activate to register for that portal. Refer to Activate access to Merchant Direct or Go Portal (or other resources).
How do I create a Moneris Portal account from the Log in page?
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How do I activate Merchant Direct in the Moneris Portal?
After logging into the Moneris Portal, you may see tiles for Merchant Direct or Go portal (or another digital resource) with the Activate button. You can use these tiles to register yourself for each portal.
Note: If you are already registered, you will see the Launch button.
Activate access to Merchant Direct (MD)
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How do I log in to Merchant Direct from within the Moneris Portal?
Access Merchant Direct through the Moneris Portal. Follow the instructions below to login to Merchant Direct.
- Log in to Moneris Portal. Follow the instructions in the How do I login to the Moneris Portal? section in this article.
- On the portal's home page, in the Merchant Direct tile, click the Launch button. The Dashboard appears.
How do I log out of Merchant Direct?
Logout of Merchant Direct
- In the top right corner of the screen, click on your user name.
- On the popup menu, click Logout.
After you log out, you are returned to the Moneris Portal logon screen. From there you can log back in.
Return to the Moneris Portal screen
Note: This action does not log you out; it leaves you logged in but closes Merchant Direct.
- In the top right corner of the screen, click on your user name.
- On the popup menu, click Moneris Portal. The system returns you to the Portal, where you can select a different application to launch.
How do I log out of Moneris Portal?
Follow the instructions below to log out of the Moneris Portal.
- On the Moneris Portal main screen, click/tap your user name in the top right corner of the screen.
- On the popup menu, click Logout. The main portal logon screen appears.
View the Dashboard
View the Dashboard
The dashboard is featured on the main landing page of Merchant Direct once you have signed in. It is divided into four sections:
- Yesterday's Insights - This section displays a summary of purchases and refunds conducted yesterday, including a net dollar amount, number of transactions performed, and the average ticket amount.
- Daily Net Sales - This section displays daily net sales data at a glance, starting from the previous day back 30 days. For example, if you login December 1, you would see net sales for the previous 30 days of November. For merchants with multiple accounts, the totals shown are a sum total of all accounts.
- Your Account - This section has links to update your profile and your password, and displays the last time you logged in to Merchant Direct. It also displays the expiry date on your current password.
- Announcements - This section is dynamic, and displays relevant announcements by Moneris.
What's new in this version
What are the new features in the latest version of Merchant Direct?
Refer to the table below for the latest feature and functionality updates in Merchant Direct.
Note: The newest features are listed at the top of the table.
Date | Feature | Description | Article/Section |
July 10, 2025 | New Moneris Portal logon screens | Moneris has updated the look and feel of the logon screens for Moneris Portal, but the underlying functionality remains the same. |
Merchant Direct - Introduction Merchant Direct - Getting started |