How Do I Change the Bank Account Linked to CardPointe?

To update the bank account associated with your CardPointe account, you must be the original signer on the account.

1. Log in to your CardPointe Dashboard.
2. Navigate to the Support tab and select Create Ticket.
3. Select Bank Account Change as the reason for the ticket.
4. Enter the required information, including your new bank account number and routing number.
5. Submit the ticket for review.

To help avoid processing delays, it is recommended that you include supporting documentation with your request, such as:

• A voided check
• A bank letter verifying the new account information

CardPointe may require these documents as part of the verification process before the account can be updated.

If you need help completing the request, you can contact Merchant Solutions for assistance with your bank account change request.