The Sync Membership is a membership that lets you connect up to 5 bank accounts to ClearCheckbook. This page covers all of the actions you can perform on the Manage Your Sync Membership settings page. If you want to learn more about connecting to your bank, check out the Connect to a Bank Knowledge Base section.
Settings at the top right side of the page, then click on Manage Your Sync Membership under the Syncing Transactions header.The Sync Membership is a special upgrade that gives you the ability to connect your bank to ClearCheckbook. The ability to connect your bank to ClearCheckbook is available to anyone with this Sync Membership or an active ClearCheckbook Premium upgrade.
When you have a Sync Membership, you can connect up to 5 different financial institutions to ClearCheckbook. If you have both a ClearCheckbook Premium and a Sync Membership, the maximum connections is raised to 10.
When you load the Manage Your Sync Membership page, you will see a big green button at the top of the page. This button will take you to the upgrade form where you will enter your billing information and purchase the sync membership.
Below the membership price is your basic Billing Information where you enter your name, billing address and contact information. The billing information must match what your credit card has on file.
After your billing information, enter your card information in the Credit Card Information section.
Finally, read the ClearCheckbook Sync Membership Terms of Use which explains the auto-renewal and refund policy and then agree to those terms before clicking the green Place Order button.
When you submit your order, your billing and credit card information will be sent securely to our PCI compliant credit card processor which will process and store your billing information.
By default, all ClearCheckbook Sync Memberships are set to automatically renew at the end of their time period.
You can disable auto-renew at any time by clicking on Settings at the top right side of the page and then click on Manage Your Sync Membership. There will be a link in the green box at the top of the page to disable auto-renew.
All of your billing information is stored on our 3rd party, PCI compliant, credit card processor. They handle the processing of the renewals and, if any billing information has changed, will need to get that updated information in order to ensure a smooth renewal.
In the case you get a new credit card or change billing addresses prior to your next renewal, you can easily update your billing information by clicking on Settings at the top right side of the page, then click on Manage Your Sync Membership. There will be a link in the green box at the top of the page to udpate your billing information.
