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This FAQ consolidates the most common merchant funding questions into one place. Each question links directly, so you can share a specific answer with a colleague.

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How do I update my funding (deposit) information?

Send an email to the Client Success Team requesting a new funding form. The form requires a valid signature and either a voided check or a bank letter. We will need to verify the new account via phone, this process requires a call from Client Success and you granting verbal authorization. An email and verbal confirmation is required before we send out a funding form. Once UAS receives the completed form, your funding information is updated.
Important: Because this changes where funds are deposited, it’s handled by form and verification rather than self-service in the portal. Do not send bank account details by plain email — use the funding form as instructed.

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How do I calculate my company’s advance using uPortal360?

You’ll use a contract report to total the qualifying transactions for the period.
Important: You must have the Contracts Report Set permission. If you’re not sure whether you have it, contact your User Manager.
Tip: Advances are paid only on transactions that occurred in the current month. For example, if today is the 6th, run your report from the 1st through the 5th — even if the most recent business day fell in the prior month.
For the exact report and column references, see the Purchased Contracts Report Set guide (link once published), and confirm your program’s advance terms with the Client Success Team.

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How can I determine which contracts have been purchased by UAS?

Use the Purchased Contracts report. It shows the contracts on your account that have been purchased, the principal amount on each account at the time it was purchased, and the proceeds from the purchase. This will also be reflected in the Portal during the application process. Once the consumer submits their application and you proceed to add the charge, the top banner will indicate whether the application was approved as a purchased contract.
Note: A contract is marked as purchased (PUR) or in servicing (SRV) based on the consumer’s tier at origination. See the Credit, Approval & Verification FAQ for what determines purchased vs. serviced contracts.
  • Purchased Contracts Report Set (guide)
  • Reports – Tips & Tricks
  • UAS Billing Invoice
  • Merchant: Reports FAQ
  • Help & Contacts
Last reviewed: July 2026