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How to Add Retailers to your FMS Distributor Portal

Learn how to add retailers to process payments through your Fintech account.

Prefer a live walkthrough? We're happy to help. Contact your Account Manager or the Client Services team at 800.572.0854 (option 1).

Adding Retailer Connections from the Fintech FMS Portal

Navigate to the Setups section in your Fintech FMS Portal. You’ll find options for:

  • Add New Delivery Location – Use this when adding a new location to an existing retailer list or connecting with a retailer already using Fintech through another distributor.
  • Add New Retailer – Use this when the retailer is not currently using Fintech.

Add New Delivery Location

You can toggle between:

  • My Retailers: This adds more locations to an existing retailer connection.
  • Available Retailers: This connects you with a retailer already using Fintech with another distributor.

Example 1:
If Whole Foods has 25 locations and you're connected with only three, use “My Retailers” to select additional locations. Search for the retailer, select desired locations, add your customer ID, and submit.

Example 2:
If a retailer is using Fintech with another distributor, toggle to “Available Retailers,” search for the retailer, select locations, add your customer ID, and submit.

After submission, Fintech will notify the retailer and request approval. Once approved, the relationship goes live.

Add New Retailer

If the retailer isn’t listed under “Add New Delivery Locations” or isn’t currently using Fintech, use the Add New Retailer function. Fill out the provided form, and Fintech will contact the retailer.

Note:
Retailers with 10 locations or fewer are eligible for Fintech’s no-cost program. Instead of using the “Add New Retailer” function, direct them to the registration link: go.fintech.com/distributorautopay.

Using the Potential Relationships Report

This report shows retailers in your market using Fintech with other distributors but not connected with you. You can connect with multiple retailers simultaneously.

To access it, go to Potential Relationships under the Community tab.

  • View retailers within a 30, 60, or 90-mile radius of a chosen zip code.
  • Sort by alphabetical order, newest retailer, or last processed.
  • Click “Add Relationship,” enter your customer ID, and submit. Fintech will contact the retailer for approval.

Adding New Retailers to the No-Cost Distributor Autopay (DEFT) Program

Retailers with 10 or fewer locations can use Fintech electronic payments at no cost.

Once registered, retailers enter business and banking info, select distributors, and sign. The process takes just a few minutes.

Other Helpful Tips & Information

  • For retailers with more than 10 locations, use the Add New Retailer tool.
  • If unsure whether a retailer has a Fintech account, recommend the registration link—Fintech can detect existing accounts.
  • To find out which retailers you deliver to are using Fintech but not connected with you, contact your Account Manager or email info@fintech.com to request a customer analysis.