< Paying via a Bank Account (US only) < Setting a Default Bank Account

 

 

 

Navigation: Click the link "go to portal" from any Client's blue snapshot panel > click "Settings"

How does a Client change the Bank Account they want payments to be taken from?

 

Once more than one bank account is registered in the portal, it is possible to set one of the accounts as the default.

 

  • On the new bank account, click "Make Default"