Updating Banking Information

Link a Bank Account

You need to link your bank account with your Helcim account to receive the funds from your transactions.

To view the bank account information select the My Business icon and then Banking.

If you have not yet linked a bank account you will see a message asking you to Link Your Bank Account.

You have two options to add your banking information, you can either:

• Instant Link with Login using Helcim's Plaid Integration,

• or you can Upload a Void Cheque.

The instant link process is the fastest way to add your banking information your Helcim account.

Instant Link with Login

For a quick and seamless upload, we recommend using Plaid.  To get started click on Link.

Next, click Agree to authorize linking your bank account.
You can now select your bank from the list of institutions, or search for it using the search bar. 
Then login using your online banking credentials to link your account. 
Your bank account will now be linked to your Helcim account.

Upload a Void Check

Information that we accept: 

• Blank or Voided Checks

• Bank Letters

• Direct Deposit Forms

Information that we do not accept:

• Deposit slips

• If you are a Canadian merchant who accepts USD, you will need to provide a Canadian bank account that processes in USD - you cannot add a bank account that is domiciled within the US.

To get started, click on Upload a Void Cheque to select that tab, then drop a file or click to upload a file with your banking information.You can add a PDF, JPEG, or PNG file of your banking information. This information will be verified and linked within 1-2 business days.

If your file is uploaded successfully you will see this message confirming that your file has been received and the Helcim Team is now reviewing your information.You will now see the status as Uploaded - In Progress until the document has been reviewed.

Once your bank account is reviewed and approved its status will show as Verified in your account. If you have uploaded multiple bank accounts you can also check which account is set as your Default Business Billing account on the Bank Accounts page.

If you are encountering any difficulties with the upload process, you can submit a ticket to our team with the requested information as well.

Please visit this article to learn more about how to submit a support ticket.  

Please ensure that if you are in the US you have provided: 

• The bank account number,

•  and routing information 

If you are a Canadian merchant, you have provided:

• Institution number,

• Branch information, 

• and account number.