Libraries » Settings » Payments » HOW TO ADD A CREDIT CARD TO YOUR SALLY ACCOUNT

HOW TO ADD A CREDIT CARD TO YOUR SALLY ACCOUNT

How to Add a Credit Card to Your Sally Account Adding a credit card to your Sally account is quick and easy. You can manage your payment information directly from

How to Add a Credit Card to Your Sally Account

Adding a credit card to your Sally account is quick and easy. You can manage your payment information directly from your account settings.

Follow the steps below to add a new credit card to Sally.

Step 1: Open Your Account Settings

Log in to your Sally account.

In the bottom-left corner of the screen, click the stacked caret icon to open the account menu.

Select Settings.

Step 2: Navigate to Payments

From the Settings menu, select Payments.

This is where you can add a new credit card to your account.

Step 3: Add Your Credit Card

Click Add New Credit Card and enter the requested credit card information.

Once you have completed the required fields, click Save.

Your credit card has now been added to your Sally account.

Video Tutorial: Adding a Credit Card to Sally

Watch the video below for a quick walk through of how to add a credit card to your Sally account.

https://play.vidyard.com/d2QBrN2tLHct4scYXHcQwk.jpg

On this page

Share Features

Upload Document
Bulk Uploader
Legacy Share

Portal
Tagging
Permission based access

Search and Sort
Download All

Manage Features

Capital Account Statements Blue Skies Entity Maintenance Distributions

Cap Table
Finalizing Checklist
Membership Transfers
Permission based access

Form ID
Tax Package
Membership Sales
Ops Panel

Fund Features

Up to 50 Investors
Up to 3 Closes
Entity Creation
Registered Agent
EIN
Money Movement Account
ACH and Wire
Documents
Flexible Economic Terms
QP and QC

Invite investors 
US and Non US Investors
Tax Documents including W-8 BEN E
506(b) Accreditation Verification
506(c) Accreditation Verification
KYC/AML Checks
Impersonate
Side Letters
Auto-reconciliation
Document Regeneration

Refund 
Edit and Increase Investment
Deal Closing
Beneficiaries
Permission Based Access
Assets
Purchase Agreement Checklist
Ops Panel
Multiple Closes
Multiple Assets

Promote

Unlimited  Opportunity Creation
NDA
Kanban  Board

Unlimited  Invite Investors
Discussion  Board
Activate  SPV

Investor  Interest tracking 
Accreditation  Status 
Permission  based access