Setting up Payment in Onboarding Portal (PreBot)

1. In the Billing Method section, enter your email address in the "Billing Email" box and then click "Save Email."

2. You can add a card OR a bank account as your billing method. Add a card payment method by entering card information and clicking "Save Billing Method." To add a bank account, click "Continue to Plaid."

2a. Select "Continue."

2b. Search and select your bank:

2c. Enter the username and password that you typically use to log into your bank online:

2d. Complete the remaining steps.

Please Note:  Adding a (A) Credit Card or (B) Bank Account via Plaid are the two main sources of accepted payment.  If you do not wish to use a Credit Card, and it is determined that Plaid does not support your bank type, please add your bank account manually. 

3. Adding Payment Manually by Bank Account:

3a. Click "Connect your Account Manually" to show these fields. Enter your bank account information and then click "Save Bank Account."

3b. Your bank account will show as unverified until micro-deposit amounts are entered. When deposits are received in your bank account, go back to your Bbot account and click the Arrow.

3c. Click "Verify."

3d. Enter deposit amounts notated in your bank account, and click "Verify." These deposits must be entered in the exact order that they appear in your account, otherwise the verification process must be restarted.

Once your account has been verified, it will show as "Default."