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In This Article |
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Explanation of each section tab Login shows general user information. This is where you can change usernames and reset passwords. You can also whitelist or blacklist email addresses to lock down user access. Business shows general information about the business. Owner provides details about the owner/signer on the merchant account. Account shows general information about your merchant account including your Merchant ID, the date the application was submitted, the date the account was approved, the MCC code, and current account status (Active/Inactive). Banking confirms the last 4 digits of the routing and account number being used for funding. This is the primary bank account and all funding activity is linked to the primary account. |
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How to update your profile If you need to make any changes to your account, please reach out to support@project2payment.com and let us know what needs updating. You may be asked to provide supporting documentation depending on what items are changing. |
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How to update your bank account If you are using a business checking or savings account, the account must be under the name of the business listed on the application. If you are using a personal checking or savings account, the name of the account holder must match the name of the primary owner listed on the application.
Use Plaid to create a secure connection to your bank account for funding. This is the fastest option because the account verification process is completed in seconds. If you do not want to use Plaid or your bank does not partner with Plaid, you can type in your account name, routing number, and account number. Manual entry requires a copy of a voided check and a manual review that usually takes 3-5 business days. While this is an immediate update to where funds are sent for deposits, funding will be on hold until the new bank account is approved. |