Skip to main content

Account changes

In This Article

Change your bank account

  1. If you are on desktop, go to the left sidebar. If you are in the mobile app or in a web browser on a mobile device, go to the hamburger menu in the upper left corner.
  2. Click on Merchant Portal.
  3. A new window will open with the login page for your merchant account. Enter the username and password for your merchant portal login. This is different than the primary login you use to access Project 2 Payment. (See Why two logins? for more information)
  4. Click Log In.
  5. Go to Profile in the upper right corner.
  6. Click on the Banking tab.
  7. Click Edit Account to change the primary bank account. Do not use Add New Account! All funding is tied to your primary account so adding an account will not change how you receive your funds.
  8. Select Relink Account or Edit Account Manually (see below). 
  9. Follow the prompts to enter all requested information.
  10. If manually entered account information, you must click Upload and Attach Files to provide a supporting document such as a voided check, bank statement, or bank letter that verifies your account.
  11. Click Add. 

Relink Account uses Plaid to instantly connect to your bank account. This is going to be the fastest option as the account updates immediately. Manual entry has a delay of 3-5 business days for account verification through manual review. Funds will continue to go to the current bank account until the new account is approved.

Business Updates

Note: You can update the business name, but you cannot change the tax ID number and associated legal name in the portal. If you have a new EIN or you changed the legal name associated with your tax ID number, please contact support. 

  1. If you are on desktop, go to the left sidebar. If you are in the mobile app or in a web browser on a mobile device, go to the hamburger menu in the upper left corner.
  2. Click on Merchant Portal.
  3. A new window will open with the login page for your merchant account. Enter the username and password for your merchant portal login. This is different than the primary login you use to access Project 2 Payment. (See Why two logins? for more information)
  4. Click Log In.
  5. Go to Profile in the upper right corner.
  6. Click the Business tab.
  7. Click Edit in the upper right corner of the tab.
  8. Make the necessary changes.
  9. Click the checkmark in the upper right corner of the tab to confirm/save the changes.

Update owner information

Update the existing owner's title, ownership percentage, home address, home phone, and email address. You can correct the spelling of the owner's name, but you cannot change the social security number because you cannot change the owner in the portal. If your business has new ownership, please contact support. 

  1. If you are on desktop, go to the left sidebar. If you are in the mobile app or in a web browser on a mobile device, go to the hamburger menu in the upper left corner.
  2. Click on Merchant Portal.
  3. A new window will open with the login page for your merchant account. Enter the username and password for your merchant portal login. This is different than the primary login you use to access Project 2 Payment. (See Why two logins? for more information)
  4. Click Log In.
  5. Go to Profile in the upper right corner.
  6. Click on the Owner tab.
  7. Click Edit in the upper right corner of the tab.
  8. Make the necessary changes.
  9. Click the checkmark in the upper right corner of the tab to confirm/save the changes.