Saving Payment Information

You can add your bank or credit card to your profile for easy access in the future. To get started, click on your name in the bottom-left corner of the client portal.

1. Choose Payment settings from the popout menu.

 paymentinfo1

2. Click the Add bank account or the Add credit card button, as necessary.

paymentinfo2

3. Complete the credit card or bank account information screens.

  • To make this entry your default payment method in the future, ensure that the checkbox next to Make default payment method is checked.
paymentinfo3

4. Click Save card or Save account to save your payment information

paymentinfo4

5. Payment methods can be marked as your Default payment method by clicking the in-line star icon on the Payment Settings screen.

paymentinfo5