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Account & security

How to update profile information

Keep account contact information accurate so notices and recovery steps reach the right person.

What this guide covers

Keep account contact information accurate so notices and recovery steps reach the right person. Work through each step in order, preserve safe reference details, and stop before repeating an action if the original result is still unclear.

Step-by-step

  1. Sign in from a trusted device and open the profile or account settings available to you.
  2. Review each editable field before changing anything, especially email and phone details used for verification.
  3. Update one group of fields at a time and save. Complete any confirmation step sent to the old or new contact method.
  4. Sign out and back in if the interface asks you to refresh your session, then verify the displayed values.
  5. Tell the appropriate account administrator when a business-level contact has changed.
Important

Changing a sign-in email or phone may trigger an identity check. Do not bypass that protection by sharing verification codes.

Troubleshooting

  • If Save remains unavailable, look for a required field or formatting message near the form.
  • If the old email is inaccessible, use the recovery route rather than creating duplicate accounts.
  • If a field is locked, your role may not have permission to edit it.

If the result changes after a check, record what changed and the exact time. That detail is often more useful than repeating every step.

Before contacting support

Prepare the smallest set of information needed to explain the issue. Redact passwords, one-time codes, API keys, authorization headers, CVVs, full card numbers, and full bank account details.

  • The old and intended new contact details, partially masked
  • The field name and validation message
  • Whether an account administrator can reproduce the issue

State the expected outcome, observed outcome, current impact, and whether the issue is ongoing or intermittent.

About this help topic

People sometimes use the phrase merchant mx while looking for practical payment-workspace guidance. This independent welcometothemx resource focuses on clear support information without claiming affiliation with a third-party brand.

A merchant mx search can cover many workflows; use the steps on this page and verify actions against the settings available in your own account.

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