Merchant Direct v2

Popular Topics

• What is Merchant Direct v2, and how is it different from the existing Merchant Direct?

  Merchant Direct v2 is the new improved reporting platform for you to obtain transaction reports, access monthly statements, process refunds, manage disputes as well as manage your Moneris account with us. 
  
  Some of the benefits of Merchant Direct include but are not limited to: 
  o A new user-friendly and modern tablet-friendly interface
  o Redesigned dispute management tools 
  o Streamlined and customizable reporting with smart data filtering
  o Improved security with Two-Factor Authentication
  o Access to Real Time Transaction Reporting

• When will I be migrated, and how do I register for Merchant Direct v2?

  The switch to Merchant Direct v2 is being rolled out in phases to help ensure the best transition experience. 
  
  Once your account is ready for the migration you will receive an email notification with details on how to start using Merchant Direct v2. You will also receive a message centre message within the existing Merchant Direct with the temporary credentials to setup your account. Once you complete the registration process you can start using the Merchant Direct v2 platform.

• Will this migration come with a fee or cost to me?

  Just like the existing Merchant Direct platform, Merchant Direct v2 is free to use. There is no fee or cost associated with this migration. 

• Can I continue to use the existing Merchant Direct, is this migration mandatory?

  Support for Merchant Direct will be provided until your account is ready for migration to Merchant Direct v2. Once you are invited to register for Merchant Direct v2, you will receive the restriction and retirement dates for the existing Merchant Direct platform. 
  
  Migration is mandatory for all users as the existing Merchant Direct platform will retire later this year. In addition, new features will only be available in Merchant Direct v2. Therefore, migration to Merchant Direct v2 helps ensure you receive the best merchant experience.

• I have received a notice of retirement for Merchant Direct. What does it mean, and how will I access my day-to-day reporting?

  Looks like your account has been invited to register for the Merchant Direct v2 platform. Simply navigate to your message centre within the existing Merchant Direct and open the message “Your new Merchant Direct has arrived!” which contains the temporary credentials to setup your Merchant Direct v2 account. Register and start using Merchant Direct v2 to access your day-to-day reporting. Your existing Merchant Direct account will be restricted and then retired completely on the dates communicated to you via the email notice you received.

• I logged in to my existing Merchant Direct account, but I cannot see the button to View Reports & Statements?

  Looks like your existing Merchant Direct account has been restricted as part of the migration towards Merchant Direct v2. If you have already registered, simply login to Merchant Direct v2. If you have not registered yet, simply navigate to your message centre within the existing Merchant Direct and open the message “Your new Merchant Direct has arrived!” which contains the temporary credentials to setup your Merchant Direct v2 account. 
  
  Use the online web help tool for more on how to access your reports and statements on Merchant Direct v2.

   
• I logged in to my existing Merchant Direct account, but I cannot see the button to order Products & Card Plans?

  Looks like your existing Merchant Direct account has been restricted as part of the migration towards Merchant Direct v2. If you have already registered, simply login to Merchant Direct v2. If you have not registered yet, simply navigate to your message centre within the existing Merchant Direct and open the “Your new Merchant Direct has arrived!” message, which contains the temporary credentials to setup your Merchant Direct v2 account.
  You can order new Products and Supplies on Merchant Direct v2. However, ordering new Card Plans will be available later in 2023.

• I want to register on Merchant Direct v2, but I cannot find the message in my message centre inbox with the temporary credentials. How do I register now?

  If you cannot find the message centre message or have accidentally deleted the message, please connect with our contact centre via Moneris.com/Support/Contact.

• I cannot log in to my existing Merchant Direct account. Where can I log in to Merchant Direct v2?

  Looks like your existing Merchant Direct account has been retired as part of the migration towards Merchant Direct v2. If you have already registered, simply login to Merchant Direct v2. If you have not registered yet, please connect with our contact centre via Moneris.com/Support/Contact to get setup on Merchant Direct v2.

• Registration on Merchant Direct v2 did not work, how do I restart the process?

  If your registration did not work, log in to the existing Merchant Direct again to restart the process. If this option is unsuccessful, please connect with our contact centre via Moneris.com/Support/Contact.

• How do I know if I am using the new Merchant Direct platform?
  Merchant Direct v2 has a refreshed homepage with left navigation menu while the original Merchant Direct has a basic tile-based homepage without a left navigation menu.
  MD Classic Homepage
  

   
  
  MDv2 Homepage
  
• Merchant Direct v2 looks different from my existing Merchant Direct. How do I navigate the new platform?
  Merchant Direct v2 has a new user interface and design. Therefore, we have developed a transition guide to help you learn to use the new platform. Please use the online web help tool to learn more about each of the features on Merchant Direct v2. We will also launch how-to videos soon for each feature on Merchant Direct v2. You can find all these materials on the MDv2 support page.