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:
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!
If you are trying to automatically link your bank account via US Bank Accounts using our Stripe connection 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:
6. 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.
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! 😀