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Managing Your Merchant Account Information

The information in this article pertains to merchants who have signed up for Helcim from June 1, 2020, onward. If you are using Helcim's Legacy system, please click here.

The Merchants Account section under My Business includes all of the information about your business and your Helcim account.

To access this information, click on Merchant Accounts under My Business. You will now see a list of all the merchant accounts that are associated with your login information. Clicking on an account from the list will open up the Merchant Account menu items.

Overview

The first screen you will see is the Merchant Account Overview. If you need to edit any of the information because your business or operations have changed, click on the Modify button in the top right-hand corner of your screen.

Please note that changing your DBA (operating name) and industry may require Helcim to perform business verification because of KYC (know-your-customer) and AML (anti-money laundering) legislation, as well as underwriting risk requirements. Changes may take a few days to be reflected and may require further verifications.

Once you are done making changes to your account, click on Save to apply the changes or Cancel to return to the previous screen.

Address and Location

Clicking on Address and Location from the Merchant Account menu options will let you review your business addresses and hours. If you need to change or add an address click on Modify, then click on Go to My Business Locations to navigate to the Locations section of My Business and edit your addresses. Additional details on changing your location information can be found here. (ADD LINK)

Bank Account

Click on Bank Account from the Merchant Account menu options will let you review which bank accounts are linked to your Helcim account.
If you need to change or add a bank account, contact the Helcim Gurus for assistance.

Pricing and Rates

Clicking on Pricing and Rates from the Merchant Account menu will show you any applicable fees for your account and the processing fees for different card brands. If you scroll down past the rates you can download a list of the rates or learn more.

Related Articles

Editing Your User Settings
Dashboard and Notifications
Managing Employee Roles and Settings
Default User Settings
Your Business Locations
Updating Banking Information
Viewing Statements and Settlement Information
Ordering New Equipment
Completing Your PCI Compliance
Creating a Support Ticket
Understanding Bank Deposits

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