Settings : Merchant Account Updates

This article explains how to update merchant account information in the CardConnect system by creating a support ticket.

It covers various types of changes, including bank account, legal name/tax ID, DBA, and demographic information updates. The article also provides links to paper change request forms and notes that certain ticket types require a digital signature and two-factor authentication.

Updating Your Merchant Account Information

You can create a support ticket to make the following changes to your account:

Bank Account Change
Legal Name/Tax ID Update
DBA Update
Demographic (Contact Info) Change

When you submit a ticket, a CardPointe Support team member will update your account. You'll receive an email to notify you when the change is complete.

If you need to fill out a paper change request form, download one of the following:

MPA Request Form
Bank Account Change Request Form
DBA Name Change Request Form
Legal Name/Tax ID Change Request Form
Signer Change Request Form

The following ticket types require a digital signature and two-factor authentication to complete:

Bank Account Change
Legal Name/Tax ID Update
DBA Update