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Bank Account Change - CardConnect
Bank Account Change - CardConnect

Learn how to update your Bank Account with your CardConnect Account.

Shaney Thrasher avatar
Written by Shaney Thrasher
Updated over a week ago

Before you begin, ensure that you have the following information available:

  • The old routing and account numbers

  • The new routing and account numbers

  • The new bank account type (deposit, withdrawal, or both)

  • The Tax ID associated with the merchant account

  • The last 4 digits of the account owner’s Social Security Number

  • The merchant account owner's legal name

  • A voided check, in the event that your information cannot be verified automatically

  1. Login to your Merchant Portal, then navigate to the "Support" tab and click Create Ticket.

    image-20220913-193538.png

  2. If you have multiple merchant locations, you can open a ticket for a specific location by choosing the site from the Location dropdown

    image-20220913-193616.png

  3. Select the purpose of the ticket from the Reason dropdown. To request a bank account change, select the Bank Account Change ticket reason

    image-20220913-193737.png

  4. Enter the required information in the requested fields. It is strongly suggested to attach a voided check for the new bank account to your support ticket.* This will help to expedite the change.

    image-20220914-135602.png

    To avoid delay, adding a voided check or bank letter to your ticket at submission is highly recommended, in the +Attachment section.

  5. When finished, click Save to submit the ticket.

Note - Bank change tickets may take up to 7-10 days

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