Credit Card Automatic Billing


Is there a place I can add a credit card so that your invoices are automatically paid each month for all portfolios?
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this question
  • Hi Eamon,

    Yes you can pay automatically by either credit card or direct debit.

    I notice that you have two Sharesight accounts, a free account and also a staff login to a paid account.

    On your free account you will be prompted to enter your payment details when you add your first paid portfolio.

    For your staff account you need to be granted permission to edit billing, so you will need to contact the account owner to request this. Once you have permission to edit the billing you will see an 'account & billing' link in the top right where you can add/edit credit card details or set up a direct debit payment.
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