Managing Your Merchant Account Information
  • 27 Oct 2022
  • 1 Minute to read

Managing Your Merchant Account Information


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


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

Overview

The first screen you will see is the 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.
If 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 Merchant Experience Specialists for assistance. They can be reached by email at help@helcim.com.





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