Help, I can't add a payment method!
I cannot add my bank account/credit card information or the payment buttons aren't working. What's happening?
We know this can be frustrating! Here are some pointers that may help:
1. If your financial advisor has requested to be paid only via a checking account (ACH), you will not see an option to add your credit card. (The reverse is true if they've chosen only to be paid via credit card.) If you need to pay another way, you can reach out to your advisor!
2. If you are trying to automatically link your bank account via our Plaid integration and you're receiving an error message, there could be an issue on your bank's end or with your online banking login information. To continue with your payment, click the Enter details manually button instead -- you'll then have the ability to add your bank using your account and routing numbers!
If the above tips don't fix your specific problem, please don't hesitate to drop us a note. Our team is happy to dig in and help you out! 😀