SHIFT TRADE

How to activate your new trade account

Your supplier is now using payments platform, Shift Trade, to offer you access to a trade account with flexible terms.

Step

Register to open an account

Step

Activate your account

As a director

Register online via your supplier's online registration link. You’ll need:

An ABN
An Australian mobile number
An Australian bank account for direct debit set up
One form of ID (Australian driver's licence or passport)

On behalf of the director

(As an operator/non-director of the business)

To assist your director with getting started, follow the steps below:

Enter your details via the supplier’s online registration link
Shift will call you to complete the next steps tailored to your business needs (online registration or manual documentation)
Once you have assisted each director with their registration, please complete and send the third-party authorisation form to trade@shift.com.au.

As a director

Log in to Shift Trade to:

Connect a business bank account
Accept a facility agreement
Set up direct debit

On behalf of the director

(As an operator/non-director of the business)

Director must log in to Shift Trade to:

Connect a business bank account
Accept a facility agreement
Set up direct debit

Once the trade account is activated and we have received the third party authorisation form, the business operator/non-director now has access to act on the director's behalf. This means they can manage customer accounts, process invoices and more.

Frequently asked questions

What if there’s more than one director in the business?

Each director of the business must complete digital registration to set up the trade account. As the business operator, you can invite all directors to complete registration once you’ve completed and sent the third-party authorisation form. If you’re a director of the business, you can invite other directors upon completion of registration.

Why do I need to connect my business bank account to set up my trade account?

Connecting your business bank account allows Shift to set up direct debit for payment and assess the facility limit for your trade account.

How do I contact Shift?

Our Account Managers can help you with any questions – head here for their contact details.