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How to Update Your Bank Account

To maintain the security of your funds and ensure PCI compliance, bank account updates must be handled through a verified authentication process with our support team.

Updated this week

πŸ‘€ Who can authorize this change?

For security purposes, only the Account Owner or an authorized Administrative contact can initiate a change to the deposit or withdrawal bank accounts associated with your ClientPay profile.


πŸ“ž How to Start the Update

If you need to change where your deposits are sent, please contact our Support Department directly:

  • Phone: (855) 656-4685

  • Business Hours: Monday – Friday, 8:00 AM – 7:00 PM CT


πŸ“‹ What to Have Ready

To expedite your request, please have the following information available when you call:

  1. Your ClientPay Merchant ID or firm name.

  2. The last 4 digits of your current bank account.

  3. The Routing and Account numbers for your new bank account.

  4. A voided check or a bank verification letter (you will be provided a secure link to upload these documents during your call).

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