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Updating Your DBA or Legal Business Name in CardConnect

How to submit business name changes through CardConnect.

Your Doing Business As (DBA) or legal business name is the name that appears on processor records, settlement reports, and sometimes on donor credit card statements. Keeping this information accurate helps ensure consistent reporting, proper settlement, and clear communication with donors and financial institutions.

This article explains how to update your DBA or legal business name in the CardConnect/CardPointe system.

Only users with the appropriate administrative access can update merchant profile details. If you do not have access, contact your organization’s account owner or administrator.

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.

How to Update Your DBA

  1. Open your CardPointe portal and authenticate with your administrator credentials.
  2. From the dashboard, navigate to Support > Create Ticket.
  3. In the Reason dropdown, select DBA Name Change.
  4. In the New DBA Name field, enter the updated business name.
  5. In Comments field, include the effective date of the name change and any additional relevant details.
  6. 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.

How to Update Your Legal Name

  1. Repeat Step 1-2 outlined above.
  2. In the Reason dropdown, select Legal/Tax ID.
  3. In the New Legal Name field, enter the updated legal name.
  4. Provide your New Tax ID.
  5. Attach supporting documentation, such as a W-9, SS-4, or tax return, showing the updated legal name

  6. 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.