What is happening with your current provider?

Switching card payment provider is a different job depending on why you are doing it. Leaving at the end of a contract is a pricing exercise. Having funds frozen, an account terminated or a MATCH listing is not: those change which acquirers can take you at all, and they are time-sensitive. Start from the situation you are actually in rather than from the provider you are with.

My contract is ending or I want to leave

You are in control of the timing. The work is checking notice, minimum term and any exit fee before you commit to a date.

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My rates went up without warning

Common at renewal and usually contractual. Worth knowing what you are actually paying before you negotiate or move.

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My funds are held, frozen or in a reserve

The most urgent situation on this page, and the one where doing nothing is most expensive.

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My account was closed or terminated

Whether it was a facilitator closing an account or an acquirer terminating one changes what happens next.

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Chargebacks or disputes are the problem

A rising ratio is what triggers reserves and terminations, so it is worth addressing before it becomes one of the situations above.

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I think I am on the MATCH list

A listing follows a termination and changes which acquirers can take you at all, so it needs handling differently from an ordinary switch.

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The business has changed shape

New products, new channels, a new country or a different average transaction can put you outside what your current provider underwrote.

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Before you move on price alone

Work out what you actually pay now, including monthly, PCI and terminal rental, not just the headline percentage. The effective rate calculator and the total cost of acquiring calculator do that, and the should I switch calculator nets it off against the cost of leaving.

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