Transact  
How To Guides

Updating My Account and Billing Profile

Welcome to Transact.

This guide will demonstrate how to update account and billing profile information through the Transact web portal.
 

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Step 1: Navigating to the Personal Information Webpage Instructions

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Step 1: Navigating to the Personal Information Webpage

 

On occasion, registered Transact users will want to review and update some of their personal user and account profile settings.  To begin:
  1. On the Transact homepage, select the Update My Account and Billing Profile link.

 

 

Step 1: Navigating to the Personal Information Webpage Cont… Instructions

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Step 1: Navigating to the Personal Information Webpage Cont…

 

  1. Enter your Username and Password.
     
  2. Click on the Sign In button.

 

Step 2: Changing Your Personal Information Instructions

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Step 2: Changing Your Personal Information

The Personal Information page is displayed.
  1. Use this page to update personal information such as:
  • Email address;
     
  • Day and Evening Phone Numbers; and
     
  • Fax Number.
  1. If you edit any values, click on the Apply button to save your new personal information.

Note:  Fields marked with an  * are required fields. 
 

Step 3: Changing Your Password Instructions

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Step 3: Changing Your Password

 

To change your password:
  1. Click on the Change Password link under the User Information section.

 

Step 3: Changing Your Password Cont… Instructions

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Step 3: Changing Your Password Cont…

  1. Enter a new password in the New Password field.
     
  2. Retype your new password in the Retype Password field.
     
  3. Click on the Apply button.

Note: Passwords must be at least 7 characters long, should not include any repeating characters, and include at least one letter and one number.

Step 4: Address Book Changes Instructions

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Step 4: Address Book Changes

 

The addresses displayed in Transact are used to bill your account for goods and services and to ship items to you.  To edit the Address Book details for your account:
  1. Click on the Address Book link in the User Information section.

 

Step 4: Address Book Changes Cont… Instructions

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Step 4: Address Book Changes Cont…

 

  1. Click on the Update button for the address you want to update.

 

Step 4: Address Book Changes Cont… Instructions

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Step 4: Address Book Changes Cont…

 

  1. Read the Privacy Notice Statement and text below the Country field before proceeding to update your address.

 

 

Step 4: Address Book Changes Cont… Instructions

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Step 4: Address Book Changes Cont…

 

  1. Update your address information in the fields provided.
     
  2. You have the option to select this address to be used as your Preferred Shipping Address or Preferred Billing Address.
     
  3. Click on the Apply button.

 

 

 

Step 5: Changing Payment Information Instructions

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Step 5: Changing Payment Information

 

The payment details for your account can be changed in two places: the Payment Book page Manage My Account Advanced Payment page or the Manage My Account Advanced Payment page Payment Book page.  Beginning on the Payment Book page you can:
  • Add a new credit card (see Step 6);
     
  • Delete a credit card (see Step 7); or
     
  • Make an existing credit card the default payment method for your account (see Step 8).

To proceed: 

  1. Select the Payment Book link.
Step 6: Adding a New Credit Card Instructions

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Step 6: Adding a New Credit Card

 

If you want to add a new credit card for use as a payment method with your account:
  1. Enter the name that appears on your credit card in the Card Holder Name field.
     
  2. Select the type of credit card from the list of available credit card types in the Type field.
     
  3. Enter the Number and Expiration date of your credit card.
     
  4. Click on the Add button.

Note: Visa, MasterCard and American Express are accepted by Transport Canada.
 

Step 7: Deleting a Credit Card Instructions

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Step 7: Deleting a Credit Card

 

If you want to stop using an existing credit card as a payment method with your account, you can delete it from the list of cards available for use by:
  1. Clicking on the Select circle for the existing credit card.
     
  2. Then, clicking on the Delete button.
Step 8: Selecting a Default Payment Method Instructions

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Step 8: Selecting a Default Payment Method

 

If your account has more than one credit card setup for use you may want to select one of the cards as the default payment method.  To proceed:
  1. Click the Select circle for the credit card you want to use as your default.
     
  2. Then, click on the Make Default button.

Note: Once a default payment method is selected, every time you begin making a payment with Transact, that credit card will automatically be listed as the payment method.  At that time you may either accept the default card or select another credit card for use before completing that specific payment.
 

Step 9: Changing a Credit Card’s Expiry Date Instructions

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Step 9: Changing a Credit Card’s Expiry Date

 

To update the expiration date stored for a credit card:
  1. Click the Select circle of the credit card you want to update.
     
  2. Update the Expiration Date.
     
  3. Then, click on the Update button.

 

 

 

 

Step 10: Billing Profile Changes Instructions

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Step 10: Billing Profile Changes

Transport Canada allows customers to choose their preferred method for receiving notices of new invoices and finance charges: paper copies or email notifications.  Please note the following before proceeding:
  • The default notification method is paper.
     
  • Paper and electronic billing notifications cannot be combined.

If you wish to update your Billing Profile:

  1. Click on the Billing Profile link in the User Information section.
     
  2. Select your billing preference by choosing an option from the Billing Preference drop-down box.
     
  3. Click on the Apply button.

Notes:  All users are encouraged to review Transport Canada’s Terms of Use before changing the Billing Preferences for their account. There are links to the Terms of Use at the bottom of most Transact pages.

For more information on other Transact features and services, please see the other How to Guides, including Navigation and General Features and Payment Options, found at the Transact home page.
 

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Last updated: 2005-10-01 Important Notices