This video show the process for how to add, edit, or remove bank account and credit card information from the wallet in My Account for TaxWise® on the Solution Center.
Within the Wallet, credit cards and bank accounts can be added to use when making future payments.

• Adding, Editing, or Removing a Credit Card from the My Account Wallet
• Adding or Removing a Bank Account from the My Account Wallet

Adding, Editing, or Removing a Credit Card from the My Account Wallet - [Return to Top]

1. Within My Account, click the three lines icon and then click Manage Wallet.

• This opens the Credit Card Details screen.

2. On the Credit Card Details screen, you can do the following:
   • To add a new credit card, do the following:
     1. Click Add Credit Card to add a new credit card.
        • On the add Credit Card screen, enter the billing and payment information.
        • Click the Terms and Conditions link to review the terms, and then select the checkbox to accept.
     2. Click Add Credit Card.
   • To edit information for an existing credit card,
     1. Click Edit for that card.
        1. In Name on Credit Card, enter to modify the name on the card.
        2. In Expiration Month, select the month.
        3. In Expiration Year, select the year.
     2. Click Submit.
   • To delete a card from your payment methods,
     1. Click Delete for that card
     2. Click OK to confirm deletion.
   • To make a credit card your default payment method,
     1. Select the Default radio button for that card. Default payment methods will be required for all future purchases.
     2. Review the Terms and Conditions and then select the checkbox to accept.
     3. Click I Accept.

Adding or Removing a Bank Account from the My Account Wallet - [Return to Top]

1. Within My Account, click the three lines icon and then click Manage Wallet.

• This will open the Credit Card Details screen.

2. Click Bank Account (tab) located at the top of the screen.
3. On the Bank Account Details screen, you can do the following:
   • To add a new bank account, do the following:
     1. Click Add Bank Account to add a new bank account.
        • On the add bank account screen, enter the billing and payment information.
        • Click the Terms and Conditions link to review the terms, and then select the checkbox to accept.
     2. Click Add Bank Account.
   • To delete a bank account from your payment methods,
     1. Click Delete for that bank account.
     2. Click OK to confirm deletion.
   • To make a bank account your default payment method,
     1. Select the Default radio button for that bank account. Default payment methods will be required for all future purchases.
     2. Review the Terms and Conditions and then select the checkbox to accept.
     3. Click I Accept.