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For clients using Gingr's integration credit card processing, complete the steps in the article to submit a ticket to CardConnect to update the bank account where credit card transactions are deposited.
Request Bank Account Change
- Log into the CardConnect merchant portal at https://cardpointe.com/account/. For instructions on how to log into the merchant portal click here.
- Select the Support tab from the top navigation menu.
- Select Create Ticket.
- If you have multiple CardConnect accounts, select the Location you are submitting the change for. If your accounts are not linked, additional locations will be unavailable to select.
- Select Bank Account Change from the Reason drop-down.
- Fill out all required fields highlighted in Red. To verify your information, please attach one of the following:
-
- Voided Check with your business name and address.
- Bank Letter on official letterhead with bank representative's contact information and signature, date, your business name, and new account information.
Bank Account Change Ticket Field Description
Field | Description |
Old Routing Number | The current bank account routing number. |
Old Account Number | The current bank account number. |
New Account Type |
Select one of the following types for the new account:
|
New Bank Name | The name of the bank to which the new account belongs. |
New Bank Phone Number | The contact phone number for the bank to which the new account belongs. |
New Routing Number | The routing number for the new account. |
New Account Number | The bank account number for the new account. |
Attachment |
Optionally, attach one of the following to verify your new bank account information:
Reference: If you do not provide an attachment, you might be prompted to provide one if we are unable to verify your new account with the information that you provided. |
Tax ID | The tax ID associated with the account, required to sign the form. |
SSN-4 |
The last 4 digits of the account owner's SSN, required to sign the form. Reference: This is not required for non-profit or Individual/Sole Proprietor accounts. |
Signer Name | The account owner's Legal Name, required to sign the form. |
Related Resources
- Get Started with CardConnect Topic Outline
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