Follow the steps below to edit a payment method via the web app.
Step 1: Open the TransferXO Web App
Log in to your TransferXO account via your browser.
Step 2: Go to Your Dashboard
Once logged in, you’ll land on your dashboard, where you can view your account overview.
Step 3: Access Account Settings
Tap the menu icon (four horizontal lines) at the top-left corner of the screen.
Step 4: Navigate to Settings
Scroll down and select Settings to view options.
Step 5: Navigate to Payment Methods
Click Payment Methods to view and manage your saved payment options.
Step 6: Select the Payment Methods
Choose the payment method you want to edit.
Step 7: Edit the Payment Method
Click the pen (edit) icon at the top right of the selected payment method.
Step 8: Update the Required Details
Edit the bank account number or account name as needed.
Step 9: Save Changes
Click Create Payment Method to confirm your changes.
Your updated payment details will now reflect on your TransferXO account.