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Enabling Zevoy Benefits for new customers

Enabling Zevoy Benefits for new customers

In this article, we explain step by step how an organization that is not yet a Zevoy customer can activate Zevoy Benefits by opening an account.

Updated over 2 weeks ago

The Benefits page provides all essential information about Zevoy Benefits, including cost savings, budgeting, and employee benefits. You can also compare service providers and explore pricing options.

At any stage, click Enable to begin the onboarding process.

Account Opening Process

Start by clicking Proceed to Identification.

Step 1 - Identity Verification

  1. Select country: Finland (Benefits are only available for Finnish accounts).

  2. Click Continue.

  3. Authenticate using your online banking credentials.

Step 2 - Company Information

  1. Enter your company’s Business ID and click Continue.

  2. Carefully read all terms and conditions, check the box to confirm you have read them, and click Accept.

  3. Fill in all required company details (marked with an asterisk *).

  4. Once all required fields are completed, click Save and Continue.

Step 3 - Representatives and Beneficial Owners

  • Review the details of each person retrieved from the Trade Register.

  • Ensure all board members and beneficial owners are listed. If any are missing, click + Add Person to include them.

  • To update or verify an individual’s details, click Check, then edit:

    • Name

    • Nationality

    • Date of birth

    • Board memberships in other companies

    • Beneficial ownership status

    • Political exposure (if applicable), upload a valid passport copy and any required additional information.

  • If a person is a non-EEA citizen, upload a valid passport copy and any required additional information.

  • Once all details have been reviewed and completed, click Save and Continue.

Step 4 - Application Signature

  • The company’s authorized signatories must sign the application.

  • Add all relevant individuals, and Zevoy will send them an invitation to sign.

  • If needed, click + Add Person, enter their name and email address, and check This person has signing authority. Click Save.

  • Once all signatories are added, click Send Invitations and Sign.

You will be redirected to the electronic signature process, where you must authenticate using your online banking credentials.

  1. Select country: Finland.

  2. Click Continue.

  3. Proceed to read and accept all Zevoy terms and conditions.

  4. Check the box to confirm you have read the terms and click Accept and Sign.

All done! You will receive a notification once the application is signed. If multiple signatories are required, you can track pending signatures.

Once our team has reviewed your application, you will receive an email, and you can start using Zevoy Benefits!

Later, when it’s time to order Benefits cards, you can read more about it here. If your company wants to enable automatic billing to ensure that Benefits funds don’t run out unexpectedly, you can read more about that here.

📌 For a smooth experience, we recommend reviewing the following Helpdesk articles carefully.

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