PART I: Submitting Bank Changes in MX Connect

Step 1: Search for MID# or DBA


Step 2: Click on the platform MID to navigate to the account

Step 3: Click the folder icon to navigate to "Cases" tab

Step 4: Click "Add Case"

Step 5: Click the Filter button and select "Priority Payment Systems LLC"

Step 6: Click text area next to filter and search for "Bank Account Change" (Ensure platform matches what the MID currently processes on)

Step 7: Clear out the "Watchers" field and enter "MxSupportTicketing@paycompass.com "

Step 8: Typically your requesting to change the bank in some way. Example: "Please change bank per attached". Copy your entered text.

Step 9: Paste your copied text in the comments box.

Step 10: Click the airplane icon to send the note and click the checkbox next to the note, once note is uploaded.


PART II: Merchant Account Information in MX Connect

MERCHANT ACCOUNT INFORMATION 

DATE:

MERCHANT ID NUMBER:

ACCOUNT OWNER'S NAME:
If there is new ownership a new merchant account is required. 

BUSINESS NAME:
If there is a change to the Legal Entity Name on file a new merchant account is required. 

BUSINESS ADDRESS:

If this address; Matches what is on file, check here 

 Is a change from the Legal Entity address on file, check here 

 Is a change from the Location (DBA) address on file, check here 

PHONE NUMBER:

NEW BANK/ROUTING INFORMATION(please enter full routing & account number)

FUNDING ACCOUNT 
(Fiserv Omaha, Fiserv North, or TSYS)

BILLING ACCOUNT 
(TSYS and Fiserv North Only)

BANK NAME:

BANK NAME:

ROUTING NUMBER:

ROUTING NUMBER:

ACCOUNT NUMBER:

ACCOUNT NUMBER:

** TSYS ONLY – By default, Chargebacks and Reversals will settle to the BILLING Account.


By selecting here, you authorize to settle Chargebacks and Reversals to the FUNDING Account.

VALIDATION DOCUMENTS PROVIDED(please select from options noted below)


 PRE-PRINTED 

 VOIDED CHECK 

STARTER OR TEMPORARY CHECKS ARE NOT ACCEPTABLE. DIRECT
DEPOSIT AUTHORIZATION FORMS AND/OR BANK APPLICATIONS WILL NOT BE ACCEPTED.


 BANK LETTER 

MUST BE ON THE BANK'S
LETTERHEAD, WITH YOUR BUSINESS NAME AND ADDRESS LISTED ALONG WITH THE OWNER'S FULL NAME AND THE NEW BANK ACCOUNT AND
ROUTING NUMBERS. THE LETTER
MUST BE SIGNED BY A BANK OFFICER AND DATED WITHIN 90 DAYS OF YOUR BANK ACCOUNT CHANGE REQUEST SUBMISSION.


 BANK STATEMENT 

MUST BE THE ORIGINAL PDF COPY OF THE BANK STATEMENT INCLUDING ALL PAGES, DISPLAYING AT LEAST THE
TRUNCATED ACCOUNT NUMBER,
DATED WITHIN 90 DAYS OF YOUR
BANK ACCOUNT CHANGE REQUEST SUBMISSION. PICTURES OF BANK
STATEMENTS WILL NOT BE ACCEPTED.

SCREENSHOTS FROM ONLINE
BANKING WILL NOT BE ACCEPTED.

MERCHANT OWNER'S AUTHORIZATION & SIGNATURE 

PURSUANT TO THE TERMS OF THE MERCHANT PROCESSING APPLICATION AND AGREEMENT WHICH INCLUDES THE MERCHANT SERVICES PROGRAM GUIDE (“CLIENT AGREEMENT”), I/WE HEREBY AUTHORIZE PRIORITY PAYMENT SYSTEMS LLC TO INITIATE DEBIT AND CREDIT ENTRIES AND ADJUSTMENTS TO MY/OUR CHECKING ACCOUNT, LISTED ABOVE, AS ALLOWED UNDER THE CLIENT AGREEMENT AND ANY OTHER AGREEMENT(S) WITH OUR AFFILIATES FOR RELATIVE SERVICES, AS WELL AS ANY ENTRIES IN ERROR. I ALSO AUTHORIZE THE ABOVE-LISTED FINANCIAL INSTITUTION TO EFFECT THIS AUTHORIZATION UNTIL I/WE HAVE GIVEN WRITTEN NOTICE TO IT THAT ALL MONIES DUE UNDER THE CLIENT AGREEMENT AND UNDER ANY OTHER AGREEMENT(S) WITH US AND OUR AFFILIATES FOR ANY RELATED SERVICES HAVE BEEN PAID IN FULL.

I (MERCHANT) AGREE, BY MY SIGNATURE BELOW, TO THE ABOVE CHANGES AND I FURTHER AGREE TO THESE CHANGES WITH REGARDS TO PROGRAMMING. I HAVE ENCLOSED A PRE-PRINTED VOIDED CHECK, BANK LETTER, OR BANK STATEMENT FROM THE NEW BANK ACCOUNT.

MERCHANT OWNER'S SIGNATURE: