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How to Edit Payment Method (Web View)

You may need to edit a payment method if your bank details have changed, you entered incorrect information during setup, or you want to update the account name or number linked to your TransferXO account. Keeping your payment details accurate ensures smooth and successful transactions.

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By Mara (XO)

February 26, 2026

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 using your browser.

Step 2: Go to Your Dashboard
This is the main page displayed after login.

Step 3: Access Account Settings

  • Click your profile picture at the top right corner.
  • Select Account Settings.

Step 4: Open Payment Methods
Click Payment Methods to view your saved payment options.

Step 5: Select the Payment Method
Choose the payment method you want to edit.

Step 6: Edit the Payment Method
Click the pen (edit) icon at the top right of the selected payment method.

Step 7: Update the Required Details
Edit the bank account number or account name as needed.

Step 8: Save Changes
Click Create Payment Method to confirm your changes.

Your updated payment details will now reflect on your TransferXO account.

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