How Do I Set Up My Wallet?

Add a Credit Card

Add a Bank Account

Step 1: When logged in to your account, navigate to your Account page and click on the Wallet arrow.

In the Wallet, you have the option of adding Credit Cards and Banks Accounts with which to pay your invoices.

Step 2: To add a credit card to your Wallet, click on “Add Credit Card.”

Step 3: Enter in the Name on the credit card and confirm or add a new billing address, then click Continue. You may also set this as the default card.

Step 4: Enter in the Card number, Expiration date and CSC (3-digit security code), then click Verify Card.

You will see your new card listed in the Credit Cards tab in your Wallet.

Step 2: To add a bank account to your Wallet, click on “Add Bank Account.”

Step 6: Choose if the Bank Account belongs to a Person or Company, then enter the Routing Transit Number, Account Number and choose the Type of Account (Checking or Savings). You may set this as the default bank account at this time.

You will see your new account listed in the Banks Accounts tab.