Updating Payment Information
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Last updated
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It is important to keep your method of payment up to date to ensure there is no lapse in subscription and services. At this time, in order to provide the best services for our users, a credit card or ACH account is required to be on file for the recurring monthly subscription.
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.
Before beginning, make sure you have:
Login information for www.WiseOption.com account
Visit www.WiseOption.com > Login
Enter your account credentials (Hint: this is NOT the same as your login inforamtion to the software)
If you do not remember your password, click "Forgot Password"
If you do not rememeber your account email, please contact Wise Option Support
Using the left side menu, navigate to "My Account"
To Add or Update a Credit Card on File:
Click "Update Credit Card Information"
To add a new card on file, click "Add Card"
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
You may remove old cards
To Add or Update Bank Account Information for ACH Payments:
Click "Update Bank Account Information"
Click "Add Bank Account"
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
You may remove old caccount information
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.
If there is an outstanding balance on the account, please be sure to click "Pay Now"
