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      Setting Up ACH Payments in Phin Security

      Setting up ACH payments is a snap within our billing platform!

      Note: 

      Our system requires prerequisites for you to qualify for ACH payments. 

      • Our customer must reside in the US
      • Our customer must have a US/USD bank account
      You will need to have this information in order to proceed:
      • email address
      • Account Name
      • Billing address

      Set Up ACH

      In order to set up ACH payments, navigate to the billing section of the Phin Portal. 

      • Click on update payment method
      • Click on Payment Methods
      • Click on Add New
      • Click on Direct Debit
      • Click on Set up ACH

      • Agree to the Terms and continue
      • Select your bank
      • Select your account
      • Save with Link
      • Your account is now connected, click Done
      • Set this payment method as Primary

      Editing Payment Method

      In order to edit a payment method, click into the account you would like to edit.

      image (3)

      • Click Edit Payment Method
      • Follow the prompts to complete the update