Bank Account Change Request for Chat Agents

When a merchant or partner requests a bank account change through chat, follow the appropriate steps below based on the account type.

1. Standard Merchant/Partner Bank Account Change 

1. Acknowledge the Request
    Respond to the merchant or partner’s request for a bank account change and let them know you’ll send them the necessary form.
2. Provide the Bank Change Link
    Helpful Articles

• Dual Bank Account Change Request Form
• Merchant Bank Account Change Form
• Partner Bank Account Change Form

Use the Canned Response, Short code (BACR)

Of course, {{user.firstName}}, I can assist you with that. Below you will find the link containing the bank account change form which is necessary to update your bank account. Bank Account Change Form In addition to the bank account change form, please provide a permanent imprinted voided check (this can't be a temporary check or a deposit slip) along with the request. If you are unable to provide a voided check, you can also provide a bank verification form, link included in the bank account change form, or a bank letter from your financial institution. Please complete the form(s) in their entirety. Keep in mind that a $35 fee will be added to your invoice for updating your account as requested.

 

3. Explain Next Steps
   Inform the merchant/partner that they need to:
   • Complete the form and upload the required documents.
   • Submit the form online.
4. Closing the Chat
    Let the merchant know that once they submit the form, a ticket will automatically be created in Freshdesk and assigned to Account Changes for further processing. Then, close the chat.