Updating Banking Information
    • 29 Feb 2024
    • 2 Minutes to read

    Updating Banking Information

    Article summary

    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.

    my business

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


    If you are  a Canadian merchant with a USD terminal you can only enter bank info for a Canadian bank account that processes in USD. In other words, you will not be able to add a bank account that is located in the US. 

    Instant Link with Login

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

    instant link with login

    Next, click Agree to authorize linking your bank account.
    Agree to use plaid to link your bank accountYou can now select your bank from the list of institutions, or search for it using the search bar. 
    select your bankThen login using your online banking credentials to link your account. 
    enter your credentialsYour 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.upload a void chequeYou 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.void chequeYou 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.

    Separate Bank Accounts

    If your business requires separate bank accounts for withdrawals and deposits, or additional customization options, please reach out to our Helcim Support team for additional details

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