You can request to change the payment method for any active account through our platform. The process is simple and secure—and must be approved by the account holder.
Who can initiate: Any staff user linked to the adviser
Who can submit: Only the adviser can send the request to the client for approval
Step-by-Step Guide
1. Access the Account
Go to the “Accounts” tab on the left-hand panel and select the relevant account.
2. Start a New Transaction
Click the blue “Add” button in the top-right corner and select “Change Payment Method.” You’ll be prompted to choose between:
Add Credit Card
Add Bank Transfer
3. Enter New Payment Details
Fill in the new payment information as required. Once complete, click “Confirm”.
4. Send to Client for Approval
Click the “Send to Client” button (top right). The client will receive an email with a link to review and approve the request.
5. Client Approval
The client clicks “Click here to continue” in the email, logs into the platform, reviews the submitted details, and selects “Confirm” or “Reject”.
If confirmed, the request is sent to our Account Services Team for verification and final approval.
Accepted Payment Methods
👉 For more information visit the payments methods page
Credit Card
Maximum per contribution: USD 15,000
The card must be in the account holder’s name
Third-party payments are not accepted, except for immediate family members
In those cases, a valid ID of the cardholder and proof of relationship must be uploaded
Bank Transfer
The bank account must be in the account holder’s name
Payment details on the platform must exactly match the client’s bank account details
Third-party payments and transfers from non-regulated financial institutions are not accepted
Exception: Transfers from institutions such as insurance companies, exchange houses, or trading platforms are allowed—only if a supporting document (e.g. account statement or encashment receipt) proving client ownership is uploaded in the Documents section
Important Note
The client must wait for the official approval email before transferring any funds. This email includes the approved wire instructions and ensures the payment is correctly matched to the account.