Setting Up A TransFirst Account

Setting Up A TransFirst Account

TransFirst Transaction Fees


To qualify for the Membership Toolkit Customer rate of 1.85% + $0.05++ you need to apply for your TransFirst account from within your Membership Toolkit account.

Note:  TransFirst includes additional transaction fees for non qualified transactions. These additional fees vary each month and are dependent on the credit cards that your members choose to use. These can typically add an additional 0.2% — 0.4% for non-profit customers. Historically, our non-profit customers that are using TransFirst have a total of 2.4% in credit card transaction fees. Transaction fees are deducted from your account once a month.

Also Note:  The funds from transactions will be deposited directly into your bank account, typically within two days. 

Step 1 – Complete the Application Information


You will need the following information:
  1. Federal Tax Id Number
  2. Contact information for 2 people
  3. SSN for the primary contact
  4. Bank Routing Number & Account Number for deposits
  5. Non-Profit Incorporation Information: Date (month/day/year) and State of incorporation

To access the application information:
  1. From your Dashboard, go to the Admin menu. (Only Administrators with Account Owner status will have access to this.)
  2. Select the Payment Configuration tab.
  3. Select TransFirst.
  4. Click "Apply for Merchant Account".



Submit your application information. This is NOT the official account set-up and agreement.  You will receive an email within 24 hours that will include your application and agreement.


Step 2 – Read and Sign Your Customer Agreement with TransFirst


Once your application information is submitted, you will receive the official application in an email. This process takes 2 - 24 hours. Once you receive the application, carefully read through it and then you can electronically sign the application. After your application is processed and your account is set-up, you will receive a welcome email with your account information.

Terms & Conditions - The Terms and Conditions for TransFirst include a penalty if organizations close their account before 3 years. This termination fee is waived for Membership Toolkit Customers. On your application paperwork, there is a note that early termination fees do not apply.

Step 3 - Connecting Your TransFirst Account to Your Membership Toolkit Account

Once your TransFirst account is set-up you can connect it to your Membership Toolkit account and begin accepting payments.  You will need yourGateway ID and RegKey from TransFirst to complete this process. 
  1. Go to the Admin drop down menu and select Payment Configuration.  (Only Administrators with Account Owner status will have access to this.)
  2. Choose the TransFirst tab and select "YES" to make the TransFirst account active.
  3. Copy and paste you Gateway ID and RegKey from your activation email into your Membership Toolkit account.
  4. Test TransFirst to assure that it is working.  If you get "success" you are ready to go!
  5. If you are using Membership Toolkit's Accounting features, then be sure your accounts are set correctly.



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