How do I change my credit card in TrustFile?

Overview

You want to know how to update your credit card information for monthly filing charges and subscription renewal payment.

Environment

TrustFile

Resolution

• Go to Settings > PAYMENTS & REMITTANCE
• In the subscription box, you can see the credit card on file
• Click Change for the credit card you wish to update
• Select Add a new card
  • Enter in credit card information
• Make sure the new card you entered is selected as default

Note - If you have an Accountant account, you will need to update the credit card in each company you have setup.