PracticeQ Payments: Change Bank Account

If your practice needs to change your bank account information with PracticeQ Payments, choose an option below to start the process!

Options and Process

• To change the bank account we deposit your funds into, we will need either a voided check or a bank verification letter. We cannot accept a direct deposit form, or digital representation of a check. 
• Send the document to us via email (hello@intakeq.com) and the merchant team will make the change.

• This should take anywhere from 1-3 days to complete, assuming the account information can be verified.

Requirements for Voided Check:

• MUST include the DBA name
• CANNOT be a starter cheque, digital cheque, or have penned in company name/address  
• MUST have "VOID" handwritten
• MUST be a clear, color picture of the check - not a scan

Requirements for Bank Verification Letter:

• MUST be on Official Bank letterhead
• MUST include the Bank Name and Branch Address
• MUST have Merchant Legal Name AND DBA Name
• MUST include the account number
• MUST include the routing number
• MUST include a signature and contact telephone number of an employee of the bank
• MUST include the phrase "this account is active and is in good standing with the bank"
• MUST be dated less than 90 days in the past