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How Do I Add a Payment Method to My User Profile?

Every user — Member, Org Admin, or Owner — has their own Payment Methods list on their personal User Profile. This is separate from the organization's own Stripe connection (see "How Do I Connect an Organization to Stripe?"): the organization's Stripe connection is what lets the HOA accept payments from members, while this personal Payment Methods list stores a card or bank account on your own individual account, the same way you might save a card on any online account.

When Would You Use This?
  • A member wants to save their card or bank account on file once, instead of re-entering payment details every time they pay an invoice.
  • An Owner or Org Admin wants a payment method ready on their own profile before they need to pay something themselves (for example, an invoice on their own property).
How to Get There
  1. Click your name in the top-right corner of any page.
  2. Click My Profile.

    The account menu with My Profile highlighted

  3. Click the Settings tab.
  4. Click Payment Methods in the left-hand sub-navigation if it is not already open. The Payment Methods section opens by default.

    The Settings tab with Payment Methods and Add Payment Method highlighted

If you haven't added anything yet, the page shows "No payment methods on file."

Adding a Payment Method
  1. Click Add Payment Method.
  2. Choose a method type: Credit Card (Visa, Mastercard, American Express, etc.) or Bank Account (ACH) (verified via microdeposits).

    The Add Payment Method options showing Credit Card and Bank Account (ACH)

  3. For a credit card, enter the card details and click Save Payment Method. For a bank account, enter the Account Holder Name, Email, Routing Number, Account Number, and Account Type (Individual or Company), then click Add Bank Account. Click Cancel to leave without adding a payment method.
Good to Know
  • Bank Account (ACH) methods are verified via microdeposits — after you add one, expect a short delay before it's usable while the bank account ownership is confirmed.
  • This is a personal list tied to your own login, not the organization's. Adding a payment method here does not connect the organization to Stripe and does not change how the HOA accepts payments from other members.

Note: Bank Account (ACH) methods require microdeposit verification before they can be used; Credit Card methods are typically usable immediately after saving.