How Do I Change My Bank Account Information?

Update in Merchant Portal

1.Login to Merchant Portal at https://merchantportal.xplorpay.net/.

2. Select Account Settings from the left menu, then select ‘Bank Account Settings

3. On the ‘My Account Information & Settings’ screen, select ‘Edit All’ and then select ‘+ Add Bank Account’ at the bottom of the screen.

4. The ‘Banking Information’ screen will then populate below:

5. Complete the following fields:

1. Business Bank Name (Enter the name of the bank and select whether the account is listed under the business’s Legal Name, DBA, or Other)
2. Confirm if the bank account is listed as a personal or business account.
   • If listed as a business account, is the bank account listed under legal name, DBA, or other
3. First and last name on personal business account
   -or-
   If listed as a business, enter the name on the account
4. Routing number
5. Account number
6. Confirm account number
7. Account type (NOTE: Merchants may only use a Checking Account. If any concerns, reach out to direct leadership.)
8. Account use (Deposits, Fees, or Chargebacks)
9. Scroll to the top of the page and click SUBMIT (NOTE: Remind the caller that it can take up to 48 hours before the bank change is approved)

Note: If the routing number does not match a valid banking institution, a red line will appear around the box, and the form will not submit. The system will attempt to match the account to a known valid account through our verification system. If no match can be made, a red error box will appear at the bottom of the screen, and a voided check will need to be uploaded.

Select the “Upload Voided Check” Button and choose a digital image of a valid, voided check or bank letter on official letterhead (note: starter checks are not valid for this process). At the top of the page, select ‘Submit’.

6. Once the form is successfully submitted, a red box stating Changes Pending Approval will appear along with the Proposed Changes

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If you are unable to complete this update on your own, please fill out the form below.

1. Complete the Bank Account Update Form.
2. Email completed form and voided check or DDA letter to [email protected].
3. Your request will be processed in 3-5 business days