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 but we're here to help and provide some pointers:
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, please reach out to your advisor as they can re-send an invoice or arrange for another payment type with you.
If you are trying to automatically link your bank account via any US Bank Account using our Stripe connections (linking process) and you're receiving an error message, there could be an issue on your bank's end or with your online banking login information. That said, you can manually add it if needed (see below).
Below is the screen you will see when you click on the link in your email or URL from your Advisor.
- To continue with your payment, click the US Bank Account (top left to enter an ACH account) or Credit Card button (to add a credit card) then click the blue Pay after to submit the payment.
- If you are using ACH and wish to Manually Enter details. Click US Bank Account(top left), then when it drops down, at the bottom, you can click on the Enter Bank details manually instead button -- you'll then have the ability to add your bank using your account and routing numbers!
- Once added, the bank account will show on that line and you can click the blue button to Pay or Confirm Subscription.
As an alternative, if you are already registered, please use the SIgn in under the credit card box and inside of your account , head over to the Account Settings, then Billing as below:
5. If you are unable to see these areas or there is a blank screen, it can likely be solved by updating your browser to its most current version or trying a different browser altogether. We work well on most popular browsers -- and we work best on Google Chrome or Firefox! Please be sure your Javascript settings are enabled.
After entering your new account, if there is more than one on the account, you will be prompted with the screen below to choose to make the default payment, if so click yes, if not, please click no, and keep my current default.
If you choose to have this new payment as the default future subscriptions will be charged to that payment type. Any non-default accounts can also be deleted here after the new one is added using the pulldown arrow.
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! 😀