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  1. First, log in to the client portal. If you need assistance with this, please see the article How to add or manage a credit card on fileaccess your Vivio Portal client account.
  2. To add a card on file, select “Payment Methods” under Client Profile.

  3. Click “Add Credit Card” and enter your payment information. Your name, address, phone number, and email should populate automatically. Just double-check to make sure everything is correct, and check the “I give authorization…” box. Note that the Issue Number should usually be left blank.

  4. Once the card has been added successfully, you should see a notification box at the top that says, “Success: Credit Card Added.”