Your broker account uses one billing method. Credit Card accounts use the Default card for automatic billing, and 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, so set another saved card as the default first.
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, and the default card also shows the Default label.If setup does not finish, 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.
Open Payment Methods, find the saved card, and 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.
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 stays Pending when the charge does not complete. Open the invoice and review Payment History. If Payment Alerts is on in your notification settings, you receive an email when a payment succeeds or fails.To resolve a failed charge, add a valid card if necessary and set it as Default, then open the Pending invoice and select Pay Now.
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. Open Billing, open the unpaid invoice, and review Wire Instructions. Use the receiving details shown on that invoice and include the Invoice Memo exactly as shown.
