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Merchant Resources
Helpful information that provides merchants insight on submitting request, disputes management, Dex platform and more.
Merchant/Partner Forms
Account Closure Request
ACH Increase Request
Address Change
Merchant Bank Account Change
Bank Release Authorization for Direct Recovery
Credit Card Increase Request
Over Transaction Limit Notification (OTLN)
Primary Contact Change
Request To Delete A Transaction
Client Data Transfer Request Form
Company IDs
Merchant Bank Account Verification Form
Partner Closure Form
Fair Credit Reporting Act (FCRA) Requirements
Dual Bank Account Change Request
Faster Funding Request
Partner Bank Account Change Request
Partner Bank Verification Form
Merchant FAQs
Q: What banks are supported ODFIs with CSG Forte for ACH?
Additional Singular Event Fees
Q. I’m currently having issues with my receipt not printing correctly, how can I resolve this?
Q: Can I manually enter credit card numbers using the Forte Mobile app?
Q: I need the API Login ID and Secure Transaction Key for my Forte Checkout integration. Where do I find these?
Q: Does Forte support peer-to-peer transactions?
Q: Does Forte support EMV chip-reading technology on its card swipers?
Q: How can I contact Forte Technical Support?
Q: Does Forte have any solutions for mobile devices?
Q: What browsers does Forte support for the Virtual Terminal and Dex Console?
Q: Where can I find a list of transaction response codes?
Q: Does Forte require balanced or unbalanced NACHA files?
Q: Does Forte support NACHA format batch files?
Q: Where can I find developer documentation for all of the Forte integration methods?
Q: Where can I find code samples?
Q: How do I request a test account from Forte?
Q: I am getting my deposits netted together (credits and debits in one deposit) is there a way to have this set up differently?
Q: I am a merchant who processes eChecks and I would like to add or get set up to receive notification emails if a transaction comes back returned. How do I do this?
Q: I need to run a transaction(s) for next day funding, is this possible?
Q: Can I process transactions to fund early/faster?
Q: What is PCI Compliance and do I have to become compliant?
Q: I issued a refund to the wrong account and it funded successfully and never came back as returned, what can I do to get this money back?
Q: I received a chargeback from one of my customer’s and need to know the process on how I can dispute this?
Q: What are your turn around time frames for specific requests (i.e. limit increase, bank change, application, over the limit notification).
Q: When am I able to void a transaction?
Q: How do I format Canadian Routing Numbers?
Q: Can I process both Canadian and US transactions with the same Merchant ID/Location ID?
Q: Do you have anywhere I can go to view updates or notices that would be applicable to my merchant account?
Q: Why am I receiving the “SERV NOT ALLOWED” error message when trying to process a customer’s credit card?
Q: I received a return transaction email notification, but it only gives me the amount and return code. How can I get the details on this transaction?
EMV FAQ
What is EMV?
Who Does EMV Impact?
Does EMV Impact My Card-Not-Present Business?
Why Are EMV Cards More Secure than Traditional Cards?
Is EMV and Industry Mandate?
Why Should I Invest in EMV Technology?
What EMV Technology Does Forte Support?
What Does NFC Compatible Mean?
What Does Hybrid Solution Mean?
Will the VX520 Terminal be Compatible with Other Forte Solutions like Checkout or Secure Web Pay?
Will Forte Support a Dual-Interface (Contact and Contactless)?
Will Forte Equipment Support Chip-and-PIN or Chip-and-Signature EMV Cards?
What Does EMV Fraud Liability Shift Mean?
What if I am a Gateway Merchant Through Forte?
Merchant Processing Invite
Resolving Invalid Tax ID and Legal Name Combinations
Dex
VX520
VX520 Product One Sheet
Forte Protect
VX520 Multi-Merchant Load File
Dex Disputes
Merchant Education
Dex Resources
Phishing.org Examples of Phishing Techniques
Merchant Support Matrix
Forte's Customer Advisory Board
2021 - 2022 Gov't Customer Advisory Board FAQ
Merchant Compliance
SEC Code Information
TIN MISMATCH / LEGAL NAME COMBINATION ADDITIONAL INFORMATION
PCI DSS - How a Security Breach Can Affect You
SEC Code Reference Guide and Tip Sheet
2021 Debit Web Security Audit Merchant FAQs
Apply for Processing Services
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