Question: How do I add payment information to my account?
Answer:
Updating the card on your Tern subscription
Your Tern subscription card is managed from your subscription settings. It works the same whether you're a solo advisor or part of an agency, and it isn't restricted by your role.
Click the person icon in the top-right corner and select Settings.
Open the Subscriptions tab.
Under Your plan, click Manage Subscription.
This opens the Stripe billing portal in a new tab. Update your card there and save. The new card applies to your next invoice.
I don't see "Manage payment"
The Manage payment button appears once you have an active Tern subscription. If it isn't there, or you get stuck inside the Stripe portal, contact Tern Support — we can send you a direct link that takes you straight to the card-update screen.
Agency members: is this different?
No. Updating the card on your own subscription is always done under Settings → Subscriptions → Manage payment, for every role. Back office → Team & billing and the Manage billing permission control your agency's seat subscription and team billing — they are not where you change your personal payment card.