How to Add a New Payment Account in Client Portal

How to Add a New Payment Account in Client Portal

Adding a new payment account in Client Portal is simple and ensures seamless transactions. Follow these steps to update your payment details:

Adding a New Payment Account:

  1. Navigate to My Payment Accounts:

    • Log into your account.

    • Click on the My Profile tab in the menu.

    • Select My Payment Accounts from the available options.

  2. Choose Your Payment Method:

    • Select the type of payment method you want to add:

      • Credit Card

      • eCheck

  3. Enter Payment Details:

    • Fill in the required payment details as prompted.

  4. Save the Payment Account:

    • Ensure the information is correct and select the Primary Account if you have multiple payment methods.

Managing Your Payment Accounts:

  • Deleting a Payment Account: Click the red X button to remove an account you no longer need.

Updating Billing Contact Information:

  • Navigate to My Profile in the menu and select My Profile from the dropdown.

  • Edit the primary contact information as needed.

  • Add additional contact recipients below if necessary.

  • Click Save to confirm changes.

By keeping your payment accounts and contact details up to date, you can avoid payment interruptions and maintain smooth transactions.

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