Payment Method add or update Credit Card

This is a quick walkthrough of the steps you need to take as CCO to update the card on file.

Step 1: Hover over your initials and select Settings from the drop down menu, you must be in the CCO or Compliance role, supporter can not access this acreen

Step 2: Select User Management from the sub tabs and then select Add Card

Step 3: Enter the new card information and select Add Card at the end. 

You have now updated or added a new credit card for your company.