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How do I Pay or Change my MarginEdge Subscription?

Jenny Vaughn
Updated

 

MarginEdge currently has three different points of access to pay your Subscription. All are accessed through Setup > Subscription Details.

The wording varies slightly in each Subscription Details view. We have included screenshots of each view below. Depending on which view you see when you navigate to this page, links for each article are highlighted for you to click through.

(This article includes the instructions for the second option, "Change Payment Method".)

If you have questions about canceling your subscription, please see this article.

 

Choose your own adventure...

If your view under Setup > Subscription Details matches the image, follow the link to the article for full instructions! 

 

1) Input Billing Details

Article: Input Billing Details To Pay Your MarginEdge Subscription/Bill

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2) Change Payment Method

Instructions below! 

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3) Manage Subscriptions 

Article: Managing Your MarginEdge Subscription through our Payment Portal

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Change Payment Method (#2 from the above list)

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If you click on the "Change payment method" button, a pop up will appear and you can choose ACH Transfer or Credit Card and then enter your payment.

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ACH 

Please fill out the missing information regarding the account details. 

It is important to reach out to your bank and ensure we are "whitelisted" for your account so there are no interruptions to your payments.  To do this, please contact your bank and ask them to white list our payment processor, "BlueSnap Payments" and provide their ACH origin ID - 3450479415. 

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CREDIT CARD

Please fill out the required form details. You may see a temporary $1 hold on your card after authorizing payment. It should be removed within 1-8 business days. 

Note: a 3% processing fee is added to your subscription charge when paying with a credit card. (But if you are located within Canada, the 3% fee does not apply.)

 

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AUTHORIZE AND CONFIRM

  1. When you've entered the info, you must click the words in the blue box with the language to authorize the auto payment. 
    SubAuthorize.png
  2. Then click "Save & continue". 
  3. If you selected ACH, don't forget to "whitelist" our payment processor!