Depending on your fee arrangement, you may be paying for your wealth portal directly via the built-in payment gateway. If that’s the case and you’d like to update your payment details, you can do so by following these simple steps:
- Navigate to the Team section of the wealth portal.
- Click on Details, then open the Account Details tab.
- Click on the “update payment details” link at the bottom right of the screen.
- You will be taken to a payment details page. Enter your new card details and click save.