DELETE: How to Update/Add New Credit Card via the Portals

• Customers click here for instructions
  1. Login to the Customer Portal as the primary contact.
  2. Select My account from the top menu, then add a new card from the drop-down menu. Note: If a message appears referencing no access, then you are not logged in as the primary contact.
     
     
  3. Enter required information in following fields:
     • Card Number:
     • Card Type:
     • Card Holder
     • Expiry Date:
  4. Click Submit
     • First message box will read: The card is being validated before saving. (Window will close automatically.)
     • Second message box will read: The card has been successfully saved. Please close this window.
  5. Click the red X in the upper right-hand corner to close window

• Channel Partners click here for instructions.
  1. Login to the Partner Portal as the primary contact.
  2. Select Account Management from the side navigation menu, then add new card from the drop-down menu. Note: If a message appears referencing no access, then you are not logged in as the primary contact.
  3. Enter required information in following fields:
  4. Card Number:
  5. Card Type:
  6. Card Holder
  7. Expiry Date:
  8. Click Submit
  9. First message box will read: The card is being validated before saving. (Window will close automatically.)
  10. Second message box will read: The card has been successfully saved. Please close this window.
  11. Click the red X in the upper right-hand corner to close window

• To update CC expiration date click here.
  1. Login as the primary contact
  2. Select Account Management from the side navigation menu
  3. Select Update my Cards to update expiry code. (Click Edit beside the card you wish to update)
  4. Update expiration dates in Expiration Month / Year fields
  5. Click Submit
     • Message box will appear at bottom of screen: The expiration date on the card has been successfully updated
       
  6. Log out of the Partner Portal

For further assistance, please contact our Customer Service team at 866-996-7243.