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Updating Your Bank Account for Deposits

How to submit a bank account change request through CardConnect.

Your organization’s bank account information determines where processed donations are deposited. If your organization needs to update the bank account on file with your payment processor, you must submit a CardConnect support ticket so the account details can be updated securely and in compliance with processor requirements.

This article explains how to submit a bank account change request through the CardConnect support portal.

Updating Bank Information

Please ensure the authorized signer is the one to complete the steps below. If it is not, the ticket will not be completed and closed.

  1. From the CardPointe dashboard, navigate to Support > Create Ticket.
  2. From the location dropdown box, click on the main (credit card) merchant account. If your organization uses Fiserv ACH, the bank account will be automatically updated.
  3. In the Reason dropdown, select Bank Account Change.

  4. Confirm you are the signer completing the support ticket.

  5. Provide the following required information for the new bank account:
    1. Bank Name
    2. Routing Number
    3. Account Number
    4. Account Type (checking or savings)

  6. Click Add Attachment if you have a voided check or banking letter to submit for the new account.

  7. Provide the required verification information, including the organization’s Tax ID, the last four digits of the signer’s SSN, and the signer’s full name.

What Happens Next

A CardConnect representative may contact you if additional information or documentation is required. In some cases, a DBA or signer update may need to be completed before the bank account change can be processed.

If no additional verification is needed, bank account updates are typically completed within three to five business days. Plan accordingly if the existing bank account is scheduled to close.

Adding or Integrating Additional Bank Accounts

Organizations that use chapters or similar structural divisions may be able to associate separate bank accounts with each chapter. This allows funds to be deposited directly into the appropriate account, reducing the need for manual reconciliation and minimizing the risk of mixing funds across programs or entities.

Using multiple bank accounts can be especially helpful for organizations that manage donations for distinct chapters, regions, or affiliated groups, as each chapter’s donations can be settled independently.

If you are interested in adding or integrating additional bank accounts, contact the Merchant Services team to review eligibility and configuration options. Availability and setup requirements may vary based on your merchant account and processor.