How do I add a payment method?

👉 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.

👉 Step 5: Choose the country where you opened your financial account and click [Next].

👉 Step 6: Fill in your bank account information and click [Confirm].

For the bank account payment method, customers can add a new bank account by uploading a photo of their bank account QR code or entering account information.

In the case of entering account information, after the customer selects [Bank Name] and fills in the correct [Account Number], the system will automatically check the information and fill in the value [Account Name] for the customer. In this case, the customer will not be allowed to edit the value [Account Name].

If the system cannot return the value [Account Name], the customer must fill in the information [Account Name].