How to Pay an Outstanding Balance

Overview

It is important to keep your method of payment up to date to ensure there is no lapse in subscription and services.

If the default payment method on file has bee attempted for 3 days and failed, Wise Option will stop attempts and the user will need to log in and add a new payment method and pay the balance.

Wise Option will never ask for your credit card information over the phone, email, or text. The ONLY place you should provide credit card or ACH information is via your account portal using our PCI compliant system at www.WiseOption.com, as explained in the steps below.

In this docmuent we will review the steps to add or update your card on file.

Instructions

Before beginning, make sure you have:

• Login information for www.WiseOption.com account

Step-by-Step Instruction

1. Visit www.WiseOption.com > Login

2. Enter your account credentials (Hint: this is NOT the same as your login inforamtion to the software)

   1. If you do not remember your password, click "Forgot Password"

   2. If you do not rememeber your account email, please contact Wise Option Support

3. Using the left side menu, navigate to "My Account"

4. To view invoices, please Click "Account Statement - Billing History"

   1. Adjust date range if needed

   2. Click "View" to the right of the invoice line to view the invoice details

5. To Add or Update a Credit Card on File:

   1. Scroll down to view the Digital Wallet and click "Edit Digital Wallet"

   2. To add a new card on file, click "Add Card"

   3. If there are multiple cards on file, please mark the appropriate one as the Default. Please note that the Default will be the card charged each month

   4. You may remove old cards

6. To Add or Update Bank Account Information for ACH Payments:

   1. Scroll down to view the Digital Wallet and click "Edit Digital Wallet"

   2. Click "Add Bank Account"

   3. If there are multiple accounts on file, please mark the appropriate one as the Default. Please note that the Default will be the account charged each month

   4. You may remove old caccount information

7. Be sure to mark if you would like the credit card or bank account (ACH) to be the default payment method for the monthly subscription.

8. If there is an outstanding balance on the account, please be sure to click "Pay Now"