Account Setup

Account Setup

How do I create an account?

What information do I need to set up my account?

For Consumers:

To set up your account and connect your bank account, you’ll need to log in to your bank’s online banking system through Plaid. This typically includes your username and password for your online banking account. Once you enter this information, Plaid will securely link your bank account to your Paybotic Financial Payment Center account, allowing you to make ACH payments easily.

For Merchants:

To accept payments, a Paybotic Financial Services account is required. If you do not already have an account, please contact us to begin the account creation process. 

Why didn’t I receive the verification email or SMS?

For Consumers & Merchants:

If you haven’t received your verification email or SMS, there could be a few reasons:

1. Incorrect Email or Phone Number:
  1. Double-check that the email address or phone number you entered during the registration process is correct.
2. Check Your Spam or Junk Folder:
  1. Sometimes, verification emails may end up in your spam or junk folder. Be sure to check there.
3. SMS Delays:
  1. SMS messages can occasionally experience delays due to network issues. Try waiting a few minutes and check your phone again.
4. Carrier Blocking:
  1. In rare cases, mobile carriers may block SMS messages. You can try resending the code or use a different phone number if possible.

If you've checked these factors and still haven't received your verification, please contact our support team, and we’ll be happy to assist you further. They can be reached by phone (833) 420-7300 or email (support@payboticfinancial.com).

How do I reset my password? 

For Consumers:

To reset your password, a verification code will be sent via SMS to the phone number associated with your account. If you need to update the phone number on your account, please contact our support team for assistance.

For Merchants:

If you need to reset your password, simply click on the "Forgot my password" link on the login page. Follow the instructions to reset your password and regain access to your account.

How do I close my account?

For Consumers:

To close your account, go to Settings and select the option to deactivate your account. Please note that any pending transactions must be fully processed before you can deactivate your account. If there are pending transactions, you will need to wait until they are posted.

For Merchants:

 If you're a merchant, please contact your Account Administrator, who can assist you with deactivating your account.