How can we update the preferred/DBA name on our primary account?

How can we update the preferred/DBA name on our primary account?

Information

Title
How can we update the preferred/DBA name on our primary account?

Summary
In order to update the preferred business name on your client primary account, you will need to login to the Dwolla Dashboard at accounts.dwolla.com/login. Note that only Admin users are able to make this update. Sub-users do not have the ability to update the preferred business name on an account. Please only use business names or preferred business names that you have properly registered to your company and can provide documentation to Dwolla.

Steps:

  1. Log into the Dwolla Dashboard.
  2. Once logged in, click on your name at the top right and select "Basic Info."
  3. Scroll down to Organization.
  4. Click on the pencil icon on the right side.
  5. Type in your Business Name and input your website if available.
  6. Click Save.

Be sure to contact your Integration Consultant or Customer Excellence Manager and email them a valid business document showing proof of the registered fictitious name so we can keep this on file. Failure to do so may result in account suspension.

URL Name
How-can-we-update-the-preferred-DBA-name-on-our-primary-account