Managing Your Merchant Account Information
    • 21 Dec 2023
    • 1 Minute to read

    Managing Your Merchant Account Information

    Article summary

    The Merchants Account section under My Business includes all of the information about your business and your Helcim account.

    To access this information, click on the My Business icon, this is available under All Tools or if you have pinned it to your account.

    My BusinessYou will now see a list of all the merchant accounts that are associated with your login information.Merchant accounts

    Clicking on an account from the list will open up the Merchant Account menu items.merchant account menu itemIf you do not see the menu on the right-hand side of your screen, look for


    The first screen you will see is the Merchant Account Overview.

    Merchant account overview

    If you need to edit any of the information because your business or operations have changed, click on the Modify button in the top right-hand corner of your screen.


    Changing your DBA
    Please note that changing your DBA (operating name) and industry may require Helcim to perform business verification because of KYC (know-your-customer) and AML (anti-money laundering) legislation, as well as underwriting risk requirements. Changes may take a few days to be reflected and may require further verifications.

    Once you are done making changes to your account, click on Save to apply the changes or Cancel to return to the previous screen.

    Bank Account

    Click on Bank Account from the Merchant Account menu options will let you review which bank accounts are linked to your Helcim account.
    linked deposit bank accountIf you need to change or add a bank account, review the support article on updating your banking information here.

    Closing your account
    If you have questions about closing your account, please reach out to the Support Specialists for assistance. They can be reached by email at

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