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Bank Account Change - CardConnect

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

Shaney Thrasher avatar
Written by Shaney Thrasher
Updated over 10 months 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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