Update accounts
Use the following tabs to learn about and view examples of this inquiry category.
We are making updates to the inquiry menu and template pages. If you need an option that you cannot find, please use the feedback option at the bottom of this page. In your feedback, indicate the option that is missing.
The following table lists definitions for all inquiry types related to updating accounts.
Inquiry Category | Inquiry Name | Description |
---|---|---|
Account / System Maintenance | Fraud - Updating Email Contact | Client request to update their client contacts or distro lists Fiserv Fraud teams use to send notifications of fraudulent activities, or scenarios where clients have to take action on an end user's profile, help us research something etc. |
Account / System Maintenance | Request to change Out of Network Settlement Account | Client inquiry to change their Zelle out of network settlement account number that funds are deposited into from Fiserv Treasury team. |
Account Maintenance | Account Data Change | Address change, telephone update, legal name change; DBA changes; DDA changes, etc. |
Account Maintenance | BIN Update/Issue | |
Account Maintenance | Decrease Limit | |
Account Maintenance | General Account Updates | Provide the Merchant IDs (MIDs) to update, fields to update, and reason for the update. |
Account Maintenance | Increase Limit | |
Account Maintenance | Legal Updates | Provide the Merchant IDs (MIDs) to update, information needing updated, and the reason for the update. |
Account Maintenance | Tax ID Update | Provide the Merchant IDs (MIDs) to update, information needing updated, and the reason for the update. |
Account Maintenance | Update Email Address | |
Account Maintenance | Update Mailing Address | |
Clover | Email Update | Provide the Merchant IDs (MIDs), DBA Name, Serial #, current email address and new email address. |
Entitlement | Update | Provide the Merchant IDs (MIDs), DBA Name, entitlement needing updated, current Discover/Amex account number, new Discover/Amex account number and brief reason for the change. |
Funding | Checking Account Change/Update | Provide the Merchant IDs (MIDs), DBA Name, current ABA and DDA on file, current bank name, new ABA and DDA, new bank name and provide a voided check or bank letter for the new account. |
User Access | Modify User | |
User Access | Password Reset/Unlock | |
User Access | Review Client setup | |
User Access | Review User Setup | |
User Access | User Modification | |
User Access | User Privileges | |
Product Request / Question | Member Number Change | |
System Request | IP Change | |
Application Functionality | Account Maintenance | |
Application Functionality | Customer Manager | |
Application Functionality | External Accounts | |
Application Functionality | Person / Org Records / Wizards | |
Application Functionality | Relational Profile | |
Application Functionality | Relationship Pricing |