How to Update Your Organization Bank Account Information
Objective: This article provides step-by-step instructions on how to update your organization's bank account information. By following these steps, you can ensure that your gifts are deposited into the correct bank account.
💡 Why Update Your Bank Account Information?
Updating your bank account information ensures that your gifts are deposited into the correct account, maintaining the accuracy and security of your financial transactions.
Steps to Update Your Organization Bank Account Information
- Navigate to Manager Portal:
- Log in to your manager portal.
- Click the Gear ⚙️ Icon on the top right corner to access primary account Settings.
- Access Account Services:
- Select the Settings card.
- In the lower left corner, find the Account Services options to update your legal name, address, add or change your depository bank, or connect with our team if you need to close your account.
- Change Bank Account:
- Select Change my bank account. A pop-up form will appear.
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Complete the form within the account and submit it electronically.
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Submit Required Supporting Documentation:
- Voided Check: A pre-printed, voided check with your organization’s name and address.
- Bank Letter: A letter provided by your bank with your organization’s name, routing number, and account number. If you don’t have a voided check, request a bank letter from your bank.
- We cannot change your bank account information without a valid supporting document. Submit one of the options below:
- Process Request:
- After receiving all required information, we can process your request. A team member will reach out to complete Security Validation within 7-10 business days.
- If you need your request validated sooner, please call 888-545-4449 x2 for Support.
Important Note:
For your privacy and security, we will never ask you to send bank account or card information through email or our chat feature, unless we've specifically discussed it with you on the phone. If someone is asking you to send that information, please send us a separate email to verify the request before sending any information. There are instances when this process can take longer if additional review is needed. You may receive a call from one of our support team members to validate your bank account change request.
Have Questions or Need Help?
If something isn’t working right, we’re here for you!
- Technical Support: If your product isn’t working as expected, our Support Team is available Monday–Friday, 8 AM–5 PM CST.
- Product Help: For tutorials and step-by-step instructions, visit the Help Center or click the question mark icon in the product to access help articles related to what you’re viewing.
- 24/7 Chatbot Support: Our Help Center chatbot can answer common questions any time—day or night.
- Personalized Support: Want guided help? Personalized walkthroughs are available through our paid services. Contact the Sales Team at sales@ministrybrands.com to learn more.
💡 Pro Tip: Many answers can be found for free in our Help Center—no need to wait!
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