Objective
This article explains how to view and update your organization’s contact, legal, and payment information in the Manager Portal. Keeping this information current ensures smooth processing and compliance.
Access Your Account Information
To manage your account:
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Log in to your Manager Portal
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Click the Gear Icon (⚙️) in the top right corner
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Select the Settings card
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Locate Account Services in the lower-left corner
Available Updates in Account Services
From this section, you can:
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Update your Legal Name or DBA
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Change your mailing or physical address
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Add or update your bank account for deposits
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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:
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IRS EIN confirmation letter (for legal name/DBA changes)
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A voided check (for bank account updates)
Have these documents ready when submitting your request.
Have Questions or Need Help?
If the product isn’t working as expected, our Support Team is available Monday–Friday, 8 AM–5 PM CST.
For product-related questions:
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Click the question mark icon in the product to access tutorials, walkthroughs, and the Help Center.
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Use the Help Center chatbot for 24/7 answers to common questions.
Looking for a personalized walkthrough?
We offer paid services to walk you through your setup or workflows. Reach out to our Sales Team at sales@ministrybrands.com to learn more.
✨ Tip: Many how-to articles and video tutorials are available for free in the Help Center.
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