· Adding a Credit Card and Updating Billing Contact

Introduction

This article explains how to enter a credit card into your account so that you can be invoiced automatically, and steps on how to update your billing contact.

NOTE: You can only follow the instructions in this article if you have been granted Administration access. Questions about Viewing and Granting User Permissions? Start with this article first.

Adding a Credit Card

1. Navigate to the Administration Workspace. 
   
   
   
2. Under General Settings, click on Billing Settings. 
3. Click Add a Card and enter your credit card information. Click Save to continue.
   
4. Your credit card will appear in the list of cards on file. If you have more than one card added, the card marked as Primary will be the card that is charged for any fees. Click the X to remove a card.

Updating Billing Contact

The Billing Contact is the person who will receive billing-related emails from Fidelity. Follow these steps to change the contact. 

1. Navigate to Administration Workspace > General Settings > Billing Settings.
2. Click the X to remove the current contact. 
   

 

Frequently Asked Questions

 

How did my card originally become entered into the system?

During the onboarding workflow, billing contact and credit card must be entered, even if you will not be charged for some time after completing the onboarding process. A billing contact and credit card are also required for the incorporation workflow.

What if I'm a lawyer setting up the client as the billing contact during onboarding or incorporation?

If you are onboarding an already-existing company, you will have to provide credit card information for that client. If you are incorporating a new company, you can choose to have your client enter the information themselves.  Step-by-step instructions on how to make this happen can be found here.

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Screenshots are for illustrative purposes only.

Fidelity Private Shares LLC provides cap table management and other administrative services to private companies and their equity compensation plans.

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