📝Overview
We completely understand that businesses can go through changes! If you're looking to update your public business name while keeping your legal and tax information the same, you can easily do so without the need to create a new account. All you need to do is make a ticket with CardPointe!
Before you begin, ensure that you have the following information available:
The new DBA name
The Tax ID associated with the Merchant Account
The last 4 digits of the account owner’s Social Security Number
The Merchant Account Owner's Legal Name
Please note that this ticket needs to be submitted by the Owner of the account. Submissions by any other users will be denied by CardPointe.
➕ How to Submit a Ticket
Log in to your Merchant Portal, then navigate to the Support heading.
Click Create Ticket.
If you have multiple merchant locations, you can open a ticket for a specific location by choosing the site from the Location dropdown
Click on the Reason dropdown and scroll down to select the DBA Name Change
Enter the required information in the requested fields.
New DBA name
Tax ID
Signer (your) name
When finished, click Save to submit the ticket.
💬 Contact Us
Have further questions or run into any issues? Contact us through our live chat option at the bottom right of this article or email us at paymentsupport@daysmart.com.