CardConnect - Updating Your Merchant Account Information

CardConnect - Updating Your Merchant Account Information

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

    • Related Articles

    • CardConnect - Submitting A Merchant Services Support Ticket

      Submit a Support Ticket Need assistance with CardPointe or have questions about your hardware? We have your back! You can contact our Support team by submitting a support ticket without having to leave the CardPointe application. You can now submit ...
    • Cardconnect - CardPointe FAQs

      CardPointe FAQs What is this fee on my statement? See below for a list of fee definitions. Authorization and Transaction Fee Definition Authorization Fees Charged each time the card is swiped, keyed, or used in ecommerce, including approvals, ...
    • Cardconnect - Bank Account Change

      Bank Account Change To request a bank account change, select the Bank Account Change ticket reason. Before you begin, ensure that you have the following information available: The old routing and account numbers The new routing and account numbers ...
    • CardConnect - Updating an Existing Merchant Services Support Ticket

      Updating an Existing Support Ticket It's easy to add comments to a support ticket and to view a ticket's history. Adding Comments to a Ticket To add additional comments to a ticket or to respond to our Support team: Click the Ticket ID link from ...
    • Cardconnect - Legal Business Name/Tax ID Change

      Legal Business Name/Tax ID Change To request a legal business name or tax ID change, select the Legal/Tax ID ticket reason. The Legal/Tax ID ticket includes the following fields: Field Description New Legal Name The new legal name for this account. ...