If you would like to update the bank account where your deposits are being made, please have the owner of the account contact our support department at (800) 459-5798 to discuss next steps.
There are only two things that you need to submit to update your accounts:
Bank Change Form, supplied to you by our team via email
Supplemental Document
Please confirm if the business Tax ID/EIN is changing as well
FAQ
Is there a limit to the number of bank accounts- operating or trust- that I can connect?
No.
Can I Change the Deposit Account for a Pending Payment?
No, it’s recommended to wait until the payment is completed before requesting a bank account change to avoid disruptions.
What Happens to Funds During a Bank Account Change?
Funds may be placed on hold until the bank account change is completed.
Can I Change the Deposit Account for Received Payments?
No, once a payment is received, the deposit account cannot be changed. For offline transactions, you can delete and re-record the payment with the correct account.
Tips
Please ensure that the entire account number is displayed on the bank account verification document. If this is not the case, then we will need a letter from your bank, including the firm's name and address, routing number, and account number, for each of your new accounts.
Please note: We recommend you leave your previous accounts open until we take your new accounts live, and that we have ensured all processing payments have cleared. Ensure that the new bank account is under the same Tax ID and that there are no changes to the business’s legal name or ownership.