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Choose Your Plan
One solution does not fit all. Based on our experience in the industry, we have developed multiple processing options to meet your unique needs. With our variety of plans, you can choose the level of involvement that meets the philosophy of your organization.


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Partnership Plan
For financial institutions that take a more hands-on approach in servicing their merchants.

TRANSFIRST Responsibilities:

  • Essential Services
  • 24/7 HelpDesk support
  • Financial institution business day assistance
  • Client relations team to assist financial institution
  • TransFirst maintains 100% of liability

Financial Institution Responsibilities:

  • All responsibilities included in Advantage Plan
  • Merchant pricing responsibility
  • Basic business day support including:
    - New merchant training
    - Basic terminal and statement assistance
    - Assist with AMEX/Discover and check service setup
    - Download and deployment of terminal

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Advantage Plan
TRANSFIRST performs a majority of merchant services on behalf of the financial institution.

TRANSFIRST Responsibilities:

  • Essential Services
  • Terminal downloads, deployment
  • Merchant training
  • 24/7 HelpDesk support
  • Next-day replacement of hardware
  • Client relations team to assist financial institution
  • TransFirst maintains 100% of liability

Financial Institution Responsibilities:

  • Gather application information
  • Maintain/monitor DDA account
  • Merchant pricing responsibility

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Referral Plan
TRANSFIRST will open accounts on behalf of the financial institution. In return, the financial institution receives a flat basis point income spread for each account signed.

TRANSFIRST Responsibilities:

  • TRANSFIRST performs all services on behalf of the financial institution
  • Initial contact with the merchant
  • Setting pricing and obtaining needed information for approval
  • Ongoing customer service
  • Merchant Training
  • 24/7 Help Desk
  • TransFirst maintains 100% of liability

Financial Institution Responsibilities:

  • Refer the merchant

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