Updating Your Merchant Account Information

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:

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. 

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

  • Bank Account Change
  • Legal Name/Tax ID Update
  • DBA Update

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