Sign Up as a Material Provider

Purpose: To assist Material Providers with registration onto the Platform.

Time: 20 min

Access: https://app.buildwallet.com/user/register

 

Material Provider = Company providing Material Only to a project - No Installation.  (For Supply & Install - Please register as a Subcontractor)

 

Sign Up as a Material Provider

+ Additional Steps with Multi-Owner Entities

 

Steps to Sign Up as a Material Provider:

Step 1 - Sign Up as a User

Step 2 - Personal Info

Step 3 - Business Info

Step 4 - Additional Profile Information Needed

 

 

Step 1 - Sign Up as a User

Step 1 - Sign Up as a User

1. Email Address you will use as your User ID and have ready access to. This will be the PRIMARY User ID you to use on this platform.
2. First Name – This is the name you will be known by on the BuildWallet platform. 

   • Note: It does not have to match your legal driver’s license

3. Last Name – This is the name you will be known by on the BuildWallet platform.

   • Note: It does not have to match your legal driver’s license
4. New Password – We encourage the Strongest Password Protection; your password must contain:
   1. • Minimum 8 characters
      • Minimum 1 Upper Case Letter
      • Minimum 1 Number
      • Minimum 1 Non-Letter character: (examples: !@#$%^&*()?<>)

Action: Select the “Register” button to continue

Select Your Account Type

• Owner/Investor = Company or Individual who has financial and decision-making responsibility over the project.  Maintains possession of the property after construction is finished.
• Lender = Company or Individual who provides funds directly for the project – but is not the Owner. 
• General Contractor/Contractor = Company or Individual who is responsible for the engagement, management, and direct execution of the SOV both directly and with the contracted help of the Subcontractors and Suppliers.
• Subcontractor = Company or Individual who provides primarily Labor and possibly Material to the project (as-in supply & install contracts) 
• Material Provider/Supplier = Company providing Material Only to a project

Action: Select Account Type

 

Activate Your Account (Invitation in Your Inbox)

You received an email from the BuildWallet system with the Subject: Verify your email to start using BuildWallet.  This is how we confirm you have direct access to this email account.

  

Troubleshoot: If you did not receive an email after 5 min, please refresh both browser and email client and wait a minimum of 5 min.  If still no email, please contact us at support@buildwallet.com so we can work with you to troubleshoot the issue.

Action: Click the “Verify Email Address” button on email

New screen browser tab will open:

Secondary Action: Login with new User ID and Password

Action: Refresh internet browser to show “Email Verified”

Possible Troubleshoot: Sometimes there is a problem if the internet browser you use to login is not the same as the browser being used for registration.  i.e. if you are using Chrome to Sign Up, make sure that is the browser you use when it asks you to sign in. 

 

Step 2 – Personal Info

Safety/Security Note: We outsource identity verification to the industry leader Alloy (www.alloy.com) who performs almost 500k personal and business verifications daily. 

**Know that NONE of your private personal information is ever kept on the BuildWallet system.**

 

Action: Click on "Verify Name"

Action: Click "Close"

 

Step 3 - Business Info

Action: Click "Continue ->"

 

Tell us about your business

1. Type of Business – How are you registered with your State Secretary of State as an entity?
   • Sole Proprietor
   • Single-Member LLC
   • Limited Liability Company (LLC)
   • General Partnership
   • Corporation
   • Limited Liability Partnership (LLP)
   • Limited Partnership (LP)
   • Public Corporation
   • Non-Profit Organization
   • Trust
   • Unincorporated Association
2. Business Name – This is the Name as you have it registered with your State Secretary of State.
3. If you have registered a legal Doing Business As (DBA) here is where you can list it.
   • Note: This is a legal filling with your state’s Secretary of State. 

Contact Info

1. Business Phone – (XXX) XXX-XXX Your Preferred phone for business engagement
2. Does your business have a website? – Yes/No (not critical)

Action: Click “Submit business info”

If Successful you will see:

Action: Click "Next"

 

Next we will see how Alloy is processing your company information:

Action: Click "Check Status"

 

NOTE: **Possible DELAYED Action**:

While this verification process is much faster than a human,

it still can take some time to do the verification. 

After about 20 min you should click “Check Status” to

see if our verification Partner Alloy has approved

Your Know Your Business (KYB) Verification. 

 

When Successful, you will see:

Action: Click "Close"

If Unsuccessful – please use the “? Help” Button at the bottom of the page.  Or email us at support@buildwallet.com so we can get Customer Service to help get your business verified.

 

**Additional Info Needed in Profile**

Action: Click on "Profile"

Action: Click "Request Identity Verification"

Action: Click on "Complete Contract Info"

 

Verify Personal Info

1. Legal First Name – (Must match Government Provided ID)
2. Legal Last Name – (Must match Government Provided ID)
3. Home Street Address - (Need physical address of current residency - P.O. Boxes not allowed)
4. Apartment or Unit #
5. City
6. Country
7. State - (select from list)
8. Postal Code
9. Phone – (XXX) XXX-XXXX
10. Date of Birth – MM/DD/YYYY

Action: Click the “Next”

Action: Click the “Request KYC”

 

Know Your Client (KYC) Verification

Personal Info – Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)

SAFETY/SECURITY NOTE:  Providing SSN or ITIN

This is a most critical piece of personal information needed to verify the individual submitting the application for registration.  Once we have verified that each User is who they say they are, that increases the strength of the program by having pre-verified Users. 

**Know that NO PERSONAL INFORMATION ever stays on the BuildWallet database.  Everything is a direct pass through to the secure Alloy interface and sensitive banking or personal information is NEVER stored on our servers, especially personal SSN’s and ITIN’s. 

Action: Click "Submit" 

Action: Click "Verify Name"

NOTE: **Possible DELAYED Action**:

NOTE: While this verification process is much faster than a human, it still can take some time to do the verification.  After about 20 min you should click “Check Status” to see if our verification Partner Alloy has approved Your Know Your Client (KYC) Verification. 

If Successful, you will see:

If Unsuccessful – please use the “? Help” Button at the bottom of the page.  Or you can email us at support@buildwallet.com so we can get Customer Service to help get your business verified.

 

Next Steps:

Step 4: Connect a Bank Account

Step 5: Activate Digital Wallet