View and update your organization's contact, legal, and payment information in the Manager Portal. Keeping this information up to date ensures smooth processing and compliance.
Access Your Account Information
To manage your account:
- Log in to your Manager Portal.
- Click the Gear icon in the top right corner.
- Select the Settings card.
Locate Account Services in the lower-left corner.
Available Updates in Account Services
From this section, you can:
- Update your Legal Name or DBA
- Change your mailing or physical address
- Add or update your bank account for deposits
- Request assistance to close your account
How to Submit Updates
Click the appropriate link in the Account Services box. A pop-up form will open for you to complete and submit electronically.
Important: Some changes require documentation, such as an IRS EIN confirmation letter (for legal name or DBA changes) or a voided check (for bank account updates). Have these documents ready when submitting your request.
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