You're just a few simple steps away from lower energy costs! When you sign up for your Palmetto Energy Plan, you'll receive an email and text message (SMS) with a link to activate your account. To get started, simply click the link in your activation email.
We'll guide you through each onboarding step below. Feel free to go at your own pace, as your progress will be saved. Depending on your situation, you may not need to complete every step.
Step 1: Upload your utility bill
Your most recent utility bill helps us understand your current energy usage so we can accurately size your solar system for your home. A properly sized system means you get the most savings possible. Just take a photo, screenshot, or upload a PDF — whatever's easiest.
Having trouble?
Make sure the bill is from the last 3 months
Ensure the photo or file is clear and legible — avoid shadows or blurry images
Accepted file types include JPG, PNG, and PDF
If your upload fails, try a different file format or reduce the file size and try again
Step 2: Complete credit check
As part of setting up your Palmetto Energy Plan, we run a soft credit check. This helps us confirm your eligibility and finalize your plan details. Because it's a soft check, it won't affect your credit score in any way.
Having trouble?
Make sure your personal information (name, address, date of birth, SSN) is entered exactly as it appears on official documents
If the check is unable to be completed, try to resubmit or contact us for additional support.
Step 3: Verify your identity
To protect you and keep your account secure, we need to confirm your identity. Verification is completed through a secure platform powered by a trusted third-party provider. All you need is a government-issued photo ID — you'll upload a photo, possibly take a quick selfie, and we'll handle the rest.
We accept the following forms of ID:
Passport
Passport card
State-issued ID card
Driver's license
Resident permit ID or Green Card
Having trouble?
Make sure your ID is current and not expired
Take your photo in good lighting and ensure all four corners of the ID are visible
If taking a selfie, make sure your face is well-lit and clearly visible
If your ID is not accepted, try a different accepted form of identification
If verification fails repeatedly, contact our Customer Experience team for further assistance
Step 4: Verify home ownership
Solar systems are installed on your home, so we need to confirm you have the legal right to make changes to the property. In most cases, we're able to automatically confirm that you own the property. If we need additional information, we'll reach out to request documentation.
If prompted, you can upload one of the following from your dashboard:
Most recent property tax bill
Mortgage statement less than 60 days old
Original deed
Deed of trust
Having trouble?
Make sure the document clearly shows your name and property address
Be sure mortgage statements are less than 60 days old
Ensure the photo or file is clear, legible, and all text is readable
If your document is not accepted, try one of the other accepted document types listed above
Step 5: Set up your payment method
Setting up your payment method enrolls you in autopay for your Palmetto Energy Plan using direct debit (ACH). This ensures your payments are always on time and keeps everything running smoothly, so you can focus on enjoying your energy savings.
Having trouble?
Double-check that your bank account and routing numbers are entered correctly
Make sure the account you're using supports ACH/direct debit — contact your bank if you're unsure
If your payment method is declined, try a different bank account or contact our Customer Experience team
Step 6: Sign your contract
Your contract outlines the full details of your Palmetto Energy Plan, including your rate, terms, and commitments. Take a moment to review everything, and when you're ready, sign securely through DocuSign right from your dashboard.
Having trouble?
Check your email inbox (including spam or junk folders) for a DocuSign email if you are not able to sign directly from your dashboard
Make sure you are using the most recent link sent to you, as older links may expire
If you experience technical issues with DocuSign, try a different browser or device
Contact our Customer Experience team if you are unable to complete the signing process
Step 7: Review your ClearFacts disclosure
Your ClearFacts disclosure is a plain-language summary of your Energy Plan — designed to make sure you fully understand what you're signing up for. Open the checklist, review the key details, and move forward with confidence.
Having trouble?
If you cannot locate your ClearFacts disclosure, check your email inbox (including spam or junk folders)
Contact our Customer Experience team if you need the disclosure resent
General Troubleshooting Tips
If you run into any issues during setup, here are a few things to try first:
Double-check that your contact information on file is correct
Look for any verification messages in your email or text inbox, including spam or junk folders
Try clearing your browser cache or switching to a different browser or device
Make sure you have a stable internet connection before uploading documents or completing verification steps
If you need any help along the way, our Customer Experience team is here for you!