How do I add a payment method?
To add/edit payment method on your Wealify account, please follow these steps:
Last updated
To add/edit payment method on your Wealify account, please follow these steps:
Last updated
👉 Step 1: Log into your Wealify account and go to the [Setting] page.
👉 Step 2: Click the [Payment Management] section.
👉 Step 3: Click [Add Method].
👉 Step 4: Choose the payment method and fill in the required information.
For Bank transfer, after the customer selects [Bank name] and fills in the correct [Account Number], the system will automatically check the information and fill in the [Account Name] value for the customer.
The customer will not be allowed to edit the [Account Name] value in this case.
In case the system cannot return the [Account Name] value, the customers need to fill in the [Account Name] information themselves.
