Payment methods

View and manage payment methods associated with your account.

Navigate to Settings > Payment methods to view and edit payment methods connected to your account. All payment methods that have been added to an account will be displayed, along with their status.

Clicking on a payment method will show additional details, such as the account holder’s information, verification status, and the available payment method sources and destinations. You can also take action on an account, such as finishing verification, or removing the account.

Payment methods in the Dashboard

Add payment method

Click Add new to add a new payment method. Before you start, make sure you have your account’s information, such as routing and account number.

View the main payment methods guide for more information about what capabilities are required for specific sources and destinations.

Wallet transactions

The payment methods page will also display the total value of all your wallet transactions. You can also add funds, cash out, or copy wallet IDs.

Click View transactions to enter the Wallet section of the Dashboard, where you’ll see an itemized list of all wallet transactions. Clicking on a transaction will show additional details, such as the transaction source, destination, and ID.

View the Dashboard wallet guide for more information.

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