Support
Getting help from the Easy Pay Direct account portal: support tickets, account change requests, and bank verification.
When logged into the Dashboard, clicking the Support menu enables you to request assistance through the Tickets and Account Changes page.
Feel free to open a ticket if you need assistance with your account or submit a request for any account changes.
As always, we are here to help. Please don’t hesitate to contact us if you have questions, if you would like training or to chat!
Account Changes
The Account Changes page enables you to submit requests to update your account and view the status of previously submitted requests.
Read the full articleBank Account Change
To submit a Bank Account Update, you will need the following information:
Read the full articleCompany Information Update
The Company Information Update request form shows all fields that can be updated. If you only need to update one or a few fields, only the fields you wish to…
Read the full articleCreate a Ticket
In the left-hand menu select Support > Tickets and at the top-right of the page click '+ Open Ticket' button.
Read the full articleManual Verification
If a Bank Account Change requires manual review, you will be prompted to provide a Bank Letter or a Voided Check to verify bank account ownership. Upload the…
Read the full articlePlaid Verification
When Plaid completes the verification of your banking information, you will receive a success message, and your account will be updated immediately.
Read the full articleRequest an Account Change
The request to update your account information can be submitted in one of two places:
Read the full articleTickets
The Tickets page shows all tickets created related to your account/s and its current status. It allows you to open a ticket and correspond with our support…
Read the full article
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