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How to update your credit card - broker account

Mel M. -

Please follow the below navigation to update your credit card on file with Pro Agent Solutions that is charged for your broker account:

  • If you are using the Broker portal to manage your agent accounts for your Team/Office, then that is where your credit card is stored that is billed for the agent accounts. You can log in to the broker portal at https://broker.proagentsolutions.com
  • You can reset your password with this help article if you can't remember it
  • Navigate to the Billing section when logged into the Broker Portal by clicking the "My Billing" link in the top right of the application

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  • Enter your card information and make sure "Make Primary" is selected
  • Save the form and this entry will become the primary card that is charged for your Pro Agent Solutions subscription

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Notes to make sure the card processes successfully:

  • Please make sure you type your name and address the same way it is written on the credit card bill
  • Make sure to enter the security code in the field titled "CVV (security code)." For Visa/Mastercard this is the three-digit number on the back and it is a four-digit number on the front for Amex.
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