In Managely, the Forte (payment processor) credentials are set under Setup -> eCheck / Credit Card
For the request to change the bank account, you will have to contact Forte directly. Forte can be contacted by phone or the contact form on their webpage ( https://www.forte.net/contact-us/ ). Their numbers are 866-290-5400 and 866-296-6029. When you call Forte, please make sure you have your merchant ID available.
Note: Merchant ID is labeled in Managely as Location ID.
You can find this ID/number by clicking on the Setup -> Utilities -> eCheck / Credit Card:
The next screen will open:
For your convenience the direct link to their website which contains the Bank Account Change Form, has been provided below:
( https://support.forte.net/support/solutions/articles/1000105549-bank-account-change- )
