Update your linked bank accounts

Keeping your bank account information up-to-date in your Helcim account ensures you continue to receive your deposits.

This article will guide you through the process of linking additional bank accounts and managing your existing ones.

In this article

• Update your bank information

• Choose a default account for deposits

• Manage closed bank accounts

• Manage bank accounts for multiple merchant accounts

• FAQs

Update your bank information

You can't directly update the details of an existing linked bank account. However, you can easily add a new one to your Helcim account.

Here's how:

1. Select All tools.

2. Select My Business, then Banking.

3. Select Link new account (top-right corner).

4. Choose one of the following options:

   • Link bank account: Use Plaid to connect to your bank instantly.

   • Upload document manually: Link using a void cheque in 2-3 business days.

5. You'll receive an update on your dashboard once the account is linked.

Choose a default account for deposits

If you have multiple bank accounts linked to your Helcim account, you can choose which one will receive your deposits by default:

• Select the three dots in the corner of the account tile.

• Select Set as default to route deposits to that account.

Manage closed bank accounts

If a bank account is closed but still appears as linked in your Helcim account, you'll need to contact Helcim support to have it removed from your view.

Manage bank accounts for multiple merchant accounts

Some businesses have more than one merchant account with Helcim.

If you have more than one, here's how you'll manage your bank accounts.

View your Available and Assigned accounts

You'll see two sections:

• Available bank accounts: This is where all the bank accounts you've connected to Helcim are listed.

• Assigned bank accounts: This is where you choose which bank accounts to use with each of your merchant accounts.

Connect a bank account to a merchant account

In the Assigned bank accounts section, you'll see a spot for each of your Helcim merchant accounts.

Simply drag a bank account from the Available bank accounts section to assign it to a merchant account.