How Do I Add or Update a Payment Method in ZimpleMoney?

Under My Profile, the Linked Accounts page lets you manage all bank accounts and credit cards connected to your ZimpleMoney account.

Adding a Payment Method

1. Go to My Profile > Linked Accounts.
2. Click Add Account. If you have not yet completed identity verification, you will be prompted to do so before adding a bank account. Learn more about identity verification here.
3. Enter your bank account or credit card details and submit.

Editing a Payment Method
You can edit a linked account to update its display name or, for credit cards, its expiration date. Other account details can't be edited once added. You have to remove and re-add the account instead.

Removing a Payment Method
Bank accounts and credit cards can only be removed if they're not currently assigned to an active contract or subscription. If you're unable to remove an account, check whether it is still assigned to a contract first.

1. Locate the account you want to remove under Linked Accounts.
2. Click Remove next to the account.

Assigning an Account to a Contract
You have two ways to assign a bank account or credit card to a loan contract:

• Assign Account (selective): Choose a current account, select the specific contract(s) to reassign, choose a new or existing account, then click Assign New Account.
• Global Assign (all contracts at once): In edit mode for an account, click Assign Now to apply that account to all of your contracts at once.