Manage Account

Do you need to make an update to your account? Then you've come to the right place.

Please be sure to answer all of the prompts to the ending confirmation. Once your request is submitted, we'll email you a copy of the updates you've requested for your records.

To get started, please select first three digits of your Merchant Account Number.
You can find this number on your monthly statements, and in your original congratulations email from Dharma.

295
518
554
631
Other

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Next, please select all of the account changes that you'd like to have completed:

Contact Information: I'd like to update the address, phone number, email, and/or authorized contact for my account.

Checking Account: I'd like to update the checking account that my funds are deposited into.

DBA: I'd like to update the Doing Business As (DBA) name that shows on my customers' statements.

American Express: I'd like to add the ability to accept American Express acceptance.

Online Access: I'd like to have free online access to my account.

Account closure: I'd like to close my Dharma account.

Something Else: I'd like to update another aspect of my account that doesn't fit one of the above criteria.

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Please select all of the account changes that you'd like to have completed.

Contact Information: I'd like to update the address, phone number, email, and/or authorized contact for my account.

Checking Account: I'd like to update the checking account that my funds are deposited into.

DBA: I'd like to update the Doing Business As (DBA) name that shows on my customers' statements.

American Express: I'd like to add the ability to accept American Express acceptance.

Account closure: I'd like to close my Dharma account.

Something Else: I'd like to update another aspect of my account that doesn't fit one of the above criteria.

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We'll need your contact information.

We need to have all of the proper information to ensure a seamless account change.

Please enter the name of your organization.

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Please enter your full MID (Merchant Identification Number)

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Please enter your full name.
Please note, only authorized contacts can make changes on an account.

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Please enter the best email address for us to contact you at.
This is the address we'll use to send a confirmation email to once you finish up.

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Please enter the best phone number for us to contact you at.
This is the number we'll use to contact you in case we have further requests pertaining to your account update.

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Please select which contact information you'd like us to update.

Address
Phone Number
Email Address
Authorized Contact on account

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Thanks for letting us know what your new address is.

Please note: We can only use a PO Box as a mailing address, and it cannot serve as the business' primary address.

Will this update be for your physical address, mailing address, or both?
Physical
Mailing
Both

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Street address

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City

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State

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Zip

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Please enter your new phone number, including area code.

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Please enter your new email address.

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Please enter the Authorized Contact's full name.

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Please enter the Authorized Contact's phone number, including area code.

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Please enter the Authorized Contact's email address.

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Let's update your checking account.

It's easy to update the checking account you have on file with us. All we'll need is a Voided Check from the bank account you'd like to use.
Please make sure that the check is pre-printed with your organization's name on it. This means that we can't accept starter checks. If you don't have checks for your account, please select "I need further instruction" from the menu below.

Please complete and sign the ChangeCheckingAccount295.pdf form and either upload or fax it to us.

I would like to upload the completed form.
I will fax the completed form to (415) 632-1921.
I need further instruction.

Please select how you'd like to submit your signed form.

Please complete and sign the changecheckingaccount.pdf form and either upload or fax it to us.

I would like to upload the completed form.
I will fax the completed form to (415) 632-1921.
I need further instruction.

Please select how you'd like to submit your signed form.

Please complete and sign the Priority - Account Change Form.pdf form and either upload or fax it to us.

I would like to upload the completed form.
I will fax the completed form to (415) 632-1921.
I need further instruction.

Please select how you'd like to submit your signed form.

Please complete and sign the Change Checking Account form and either upload or fax it to us.

I would like to upload the completed form.
I will fax the completed form to (415) 632-1921.
I need further instruction.

Please select how you'd like to submit your signed form.

Please only upload files with extensions of pdf, gif, jpg, tif, or png.

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If you don't have checks for the account that you'd like to use, that's OK. Instead, we can accept a letter from your bank. The letter must contain the following five elements:

1. Be printed on bank letterhead
2. Be signed by a bank representative.
3. State the name of your organization's bank account.
4. State the bank's ABA Routing number
5. State your organization's checking account number.

This letter can be sent to us along with the above form by selecting "I would like to upload the completed form" in the above menu, or by faxing it to us at 415-632-1921

Thanks for letting us know what your new DBA is.

Please note: Your DBA can only be 25 characters long, and must match the branding of your store/website. Choosing a DBA that is unrecognizable to customers would lead to costly chargebacks.

Please enter your current DBA.

25 characters or less, please!

Please enter your new DBA.
Remember, 25 characters or less!

25 characters or less, please!

Adding American Express

Because American Express is an independent entity, they like to open accounts on their own. Don't worry, though - the process is easy! Just give them a call at 800-528-5200 to set up a new account. Once you do, they'll assign you a merchant number. Simply enter that below and we'll have American Express enabled on your account within 48 business hours.

Please enter your new 10-digit American Express account number.

10 characters, please!

Adding Online Access

Adding online access through MyClientLine is easy. All we need to know is the email address you'd like to use as your login.
Please enter your email address.

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Closing your merchant account

We are happy to assist you with the closure of your account. Please note that there will be a $25 closure processing fee applied to the bank account we have on file.

Please complete and sign the CloseMerchantAccount.pdf form and either upload or fax it to us.

I would like to upload the signed form.
I will fax the signed form to (415) 632-1921.

Please select how you'd like to submit your signed form.

Please upload your signed form.

Please upload your most your most recent statement as a PDF, GIF, JPG, TIF or PNG file.

Closing your merchant account

It is very important that if you are closing your Pivotal account, you fax the form to Dharma, and NOT to Pivotal. This is because Dharma will advocate for you to ensure that you are not assessed any additional fees for closure.

We are happy to assist you with the closure of your account. Please note that there will be a $25 closure processing fee applied to the bank account we have on file.

Please complete and sign the ClosepivotalerchantAccount.pdf form and either upload or fax it to us.

I would like to upload the signed form.
I will fax the signed form to (415) 632-1921.

Please select how you'd like to submit your signed form.

Please upload your signed form.

Please upload your most your most recent statement as a PDF, GIF, JPG, TIF or PNG file.

We are happy to assist you with the closure of your account. Please note that there will be a $25 closure processing fee applied to the bank account we have on file.

Please complete and sign the Priority - Close Account.pdf form and either upload or fax it to us.

I would like to upload the signed form.
I will fax the signed form to (415) 632-1921.

Please select how you'd like to submit your signed form.

Please upload your signed form.

Please upload your most your most recent statement as a PDF, GIF, JPG, TIF or PNG file.

Do you have an account update to make that doesn't meet one of our descriptions? Let us know how we can help!
Please be as detailed as possible. The more we know about your request, the faster we can serve you!

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