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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 the My Business icon, this is available under All Tools or if you have pinned it to your account. 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. If you do not see the menu on the right-hand side of your screen, look for


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.

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, review the support article on updating your banking information here.

If you have questions about closing your account, please reach out to the Merchant Experience Specialists for assistance. They can be reached by email at [email protected]

Related Articles

Editing Your User Settings
Dashboard and Notifications
Managing Employee Roles and Settings
Default User Settings
Editing Business Locations and Addresses
Updating Banking Information
Viewing Statements and Settlement Information
Ordering New Equipment or Viewing Equipment Orders
Completing or Renewing Your PCI Compliance
Creating a Support Ticket
Understanding Bank Deposits
Bank Deposits
Contact Helcim Support
How to Send a Referral
Form 1099-K Overview

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If you need immediate assistance please contact our Merchant Experience Specialists here