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How can I update my details in Anchor?

Learn how to change your personal and business details in your Anchor account

Written by Anchor Team

Personal details

Your personal details are the information you use to log in and what Anchor shows to your customer when you take any client-facing actions. This includes your:

  • First name

  • Last name

  • Email address

  • Phone number

  • Password

Changing your personal details

  • Click on the bubble with your initials on the top right.

  • Click "Profile".

  • Your profile will open. Change your information and click "Save changes".

Business details

Your business details are composed of two sections: "Details" and "Tax Information":

  • Details: shows the information that identifies your business inside of the platform and for any client-facing communication, including invoices and email notifications. This is where you can use your Doing Business As (DBA) name and physical business address.

Changing your Details

  1. Click "Settings > Business details"

  2. Type in the information you need to change

  3. Click "Save changes"

Your address must be a US address and cannot be a PO box, private mailbox, or Highway Contract Box.

Changing your Tax Information

You can change the following information in the Tax Information section of your Business details page:

  • Legal Business Name

  • Registered Business Address

  • Business Tax Identification Number (EIN, SSN, or ITIN)

  • Merchant Category Code (MCC Code)

To make these changes, you will be required to submit a legal document that states your correct legal business name, registered business address, and business tax identification number.

To make these changes:

  1. Click "Update tax details".

  2. Click "Begin verifying".

  3. Enter in your legal business name, registered business address, business tax identification number, and merchant category code.

  4. Click "Continue".

  5. Submit your document:

    1. Take a photo of the document

    2. Upload the document

    3. Continue the process on another device

  6. Click "Submit".

  7. If your changes are submitted successfully, you will receive this message:

  8. Followed by this message:

  9. Anchor will review your submitted changes.

    1. A member of the Anchor Support team will reach out via email if additional information is needed.

    2. If the changes are approved, your Tax Information will be updated within one business week.

Business Structure

To change your business structure, please reach out to [email protected] for help.

Business structure selections are:

  • Sole Proprietorship

  • Single Member LLC

  • Multi Member LLC

  • Partnership

  • Corporation

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