Updating credit card for renewal

You can update the credit card used for automatic renewal in the Account Admin area of the Toolkit. Please note that only the billing and user administrator will be able to view/print the receipts - other users on the account will not have access to this information.

 

 1.) Log in and access the Toolkit for Advisors by clicking one of the "Quick Links" i.e. My Clients.

 

 

2.) Now that you are in the Toolkit, access the account admin area which is displayed at the top, right side of your page.

 

 

3.) The next page will show the credit card details and have an "Edit" button to change and save the information.  The name of the cardholder does not need to be changed but as long as all other credit card information is correctly updated, the payment will process correctly.

 

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