It’s not unusual for clients to need to change the bank account, credit, or debit card they are using with our service. Here’s how the process works.
- Login to your account.
- In the main navigation bar at the top of the screen, select PAYMENT MANAGER under the MANAGEMENT tab.
- Once on the PAYMENT MANAGER tab, don’t edit your existing Primary Account. Instead, set up a new account. Then assign the new account as the Primary Account. This downgrades the previous Primary Account to an ordinary account but does not delete it. If you choose to delete the original account, the system will prompt you to move the existing balance to the new Primary Account or another account you have with the service.
- If you need assistance with the process, call Client Services at 1-888-462-1750 Ext 2 between 9am and 5pm eastern time.
Thank you.