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Add and manage cards, choose the card used for Autopay, and find bank wire guidance.

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Who Can Do This

Payment method management is Admin-only. A Staff user is sent to the unauthorized page.

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Before You Change a Payment Method

  • Your broker account uses one billing method.
  • Credit Card accounts use the Default card for automatic billing. A pending invoice shows the card and scheduled charge date when automatic billing applies.
  • Bank Wire Transfer accounts settle invoices manually.
  • The first saved card becomes the Default card, even if you clear Set as default payment method.
  • You cannot remove the current Default card. Set another saved card as the default first.

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Add a Credit Card

Add Payment Method form with secure card fields

Add Payment Method Form

1

Open the Card Form

Open Billing, select Manage Payment Methods, then select Add Payment Method if no card is saved, or Add Card if one already is.
2

Enter the Card Details

Enter the card details in Add Payment Method and complete card verification if the secure card form requests it.
3

Save

Select or clear Set as default payment method, then select Add Card.
The panel shows Payment method added successfully and saves the card only after the payment setup succeeds. The saved card then shows its brand, last four digits, and expiry date on Payment Methods. The default card also shows the Default label.
The panel shows Payment setup was not completed and the card is not added. If card verification opens, complete it before you submit the form again.

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Choose the Default Card

Saved payment method with the Default card indicator

Saved Card With the Default Indicator

1

Open Payment Methods

Open Payment Methods and find the saved card.
2

Select Set Default

Select Set Default. The card then shows Default and the panel shows Default payment method updated.
Changing the default changes the card that the panel uses for automatic billing.

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Replace or Remove a Card

The page has no action to edit card details. Add a replacement card when card details change or when a card shows Expired.
1

Add the Replacement Card

Add the replacement card.
2

Make It the Default

Select Set Default on the replacement if it does not already show Default.
3

Select the Trash Icon

Select the trash icon for the old card.
4

Confirm Removal

Review the card in Remove Payment Method, then select Remove.
Removal cannot be undone. The panel shows Payment method removed after a successful removal.
If you select the trash icon for the default card, the panel shows Cannot remove default payment method. Set another card as the default first.

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Autopay

Active Autopay banner showing the default card

Active Autopay Banner

Autopay charges eligible invoices to the Default card each billing cycle. Adding a card and making it the default enables automatic billing. There is no separate Autopay toggle. Contact support if you need to stop automatic charges. An invoice is charged automatically when all these conditions apply:
  • Your account uses Card billing. Bank Wire Transfer accounts do not use Autopay.
  • The invoice has a Pending status and an amount due.
  • The invoice is set for automatic charge.
  • You have a default payment method.

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If an Automatic Charge Fails

The invoice stays Pending when the charge does not complete.
1

Review the Invoice

Open the invoice and review Payment History.
2

Fix the Card

Add a valid card if necessary and set it as Default.
3

Pay the Invoice

Open the Pending invoice and select Pay Now.
If Payment Alerts is on in your notification settings, you receive an email when a payment succeeds or fails.

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Pay by Bank Wire

Do not send a wire if the invoice does not show complete Wire Instructions. Contact support before you send payment.
Each eligible invoice provides its own receiving details and Invoice Memo.
1

Open the Invoice

Open Billing, then open the unpaid invoice.
2

Review Wire Instructions

Review Wire Instructions. Use the receiving details shown on that invoice.
3

Include the Memo

Include the Invoice Memo exactly as shown.

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Next Step

Brand Your Portal

Set your brand colors and manage your image assets.
Last modified on October 4, 2026