Edit Bank Information

Within the “Bank Information” section of the “Update/View Accounts” tab, you can change information about specific Credit and Debit accounts for the location selected.

Screenshot of Step 1 options

Once the bank accounts you would like to edit are selected (by clicking on the checkbox), press Continue to verify bank information.

Screenshot of Step 2: Verifying Bank information

In order to verify your bank information, you will need to follow instructions that will verify your identity for security purposes. A one-time code will be sent to you via preferred communication method. Once the code is entered correctly, click on the “Continue” button to enter the new bank information.

Screenshot of one-time code input

Once your identity is verified, you can enter your new bank information. You will need to have the following information available to complete the process:

  • 9-digit Routing Number
  • New Bank Account Number
  • Account Type
  • Bank Name
Screenshot of Step 3: Inputting updated Bank Information

With the new bank information in the system, you can provide updated owner information.

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