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How to add, edit, or remove a bank account or credit card
How to add, edit, or remove a bank account or credit card
Updated yesterday

Within your plan administrator dashboard, you may add, edit, or remove your company’s bank account or credit card information at any time using the following instructions:

  1. Login to your Guideline administrator dashboard.

  2. Click on your company name in the upper-right corner.

  3. Select “Settings.”

  4. Scroll down to the Payment methods section.

  5. Click "Manage."

How to add a new bank account

  1. From the Payment methods screen, click “Add another payment method” and choose "Bank Account."

  2. Select the source you would like to use to connect this bank account:

    • If you choose "Log in to your bank account," you'll be able to verify your account instantly with Plaid. To do so, you will be directed to select your bank and log in with your banking credentials.

    • If you choose "Manually enter account details," we'll need to verify your account using micro-deposits. You will be prompted to enter your account information, including the electronic routing number provided by your bank, your bank account number, and account type, then click “Continue.” Please note that micro deposits can take 2-4 business days to show within your account. You can find further instructions for how to verify your bank account using micro-deposits here.

Because some banking institutions may have security measures in place to prevent fraudulent ACH transactions, you may need to add Guideline's allowlist IDs to your bank account. You can find instructions on how to complete this process here.

How to add a new credit card

To add a credit card as a payment method (for monthly invoice collection only), please complete the following steps:

  • From the Payment methods screen, click “Add another payment method” and select the “Credit card” option.

  • Enter your credit card details.

  • Click the checkbox “Set this payment method as the default for billing.”

  • Click “Add credit card."

Keep in mind that to ensure your payment is processed in compliance with the standards from the Payment Card Industry Security Standards Council (PCI SSC) industry standards, we use Stripe as our payment processor. Read more on how Stripe helps to achieve PCI compliance here.

How to select a default payment method

If you have multiple payment methods added for your plan, you can choose which account will be used for monthly invoice collection and which will be used for contributions. Please note, you can use a credit card as a payment method for monthly invoice collections only.

Use the drop down under the Default Payment Settings section within the Payment Methods tab to select which payment method you would like to use for either monthly billing, contributions, or both.

How to edit or remove a bank account or credit card

  1. To edit or remove a bank account or credit card from your payment methods, click on the small garbage can icon located next to the bank account or credit card. This will remove the payment method on file.

  2. If you must edit your bank account or credit card, you must first remove the payment method, then re-add it. Re-adding will also trigger the option to connect the bank account (as noted above).

  3. When you have made the appropriate selections, click "Save Changes.”

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