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Identify a Client’s Payment Method

Identify whether a client has an ACH or credit/debit card payment method on file by checking their payment information. This helps you quickly determine which payment method is associated with the client account.

Let’s get started 🚀

Step 1: Log in to your agent dashboard and click the client whose payment method you want to check. 

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Step 2: Click the Profile tab to navigate to the client profile.

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Step 3: Click the Payment Information option in the left-hand navigation bar. 

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Here, you can identify the payment method associated with the client account:

  • Credit/Debit Card: The card details will include an expiration date.

  • ACH: The bank name associated with the account will be displayed instead of an expiration date.

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