My Account
Frequently Asked Questions
Below you’ll find answers to the questions we get asked the most about My Account for AgDirect®
What is AgDirect online account access?
Online account access is a digital system that enables you to view your AgDirect accounts and transactions, schedule one-time or recurring payments, and view statements. Authorized guest users can be invited to access your AgDirect accounts, too.
What are the browser and computer requirements for the new system?
For the best performance, online account access should be used on the current or previous two major releases of Chrome, Firefox, Edge, or Safari. The My AgDirect Account mobile app requires iOS 15.0 or later or Android 12.0 or later. Your computer and mobile device operating system should be kept up to date with the latest recommended security updates and upgrades.
What devices can I use to access My Account?
Log in to My Account on a smartphone, tablet, or computer.
How often will changes be made to the My Account system and the My AgDirect Account mobile app?
We are always updating our online services to provide you with the most valuable and secure online access. Look for notification when additional features are added or enhancements are made,
How secure is the new system?
We take safeguarding your personal and financial data very seriously. That’s why we use technology and processes to help identify and prevent fraud and keep unauthorized parties from gaining access to your information. Additionally, you get peace of mind with verification of your identity with multi-factor authentication, automatic notification to help you stay aware of changes and to stop fraud, and alerts to keep tabs on account activity.
Who do I contact with questions or if I need assistance with account access?
Please call customer service Monday - Friday between 7:30 a.m. and 5:30 p.m. CT at 866-507-6555.
How do I change my contact information such as address, phone, or email?
- From the account dashboard page, click on your name in the upper-right corner of the screen.
- Go to SETTINGS, Profile and Security; and then, edit your profile information.
Do I need to re-enroll?
Active account access users do not need to re-enroll. However, to ensure only authorized users can gain access to the new system, you will be required to create a new password using the Forgot Password feature when you log in My Account the first time.
Did my existing account access alerts convert to the new system?
My Account has options for setting up alerts, but unfortunately, existing alerts did not transfer to the new system.
I created nicknames for my accounts, did they transfer to the new system?
Account nicknames will transfer to the new platform. You will be able The ability to create new or edit existing nicknames in the desktop version of My Account. This functionality will be delivered in a future My AgDirect Account mobile app update.
If I had a future one-time payment or recurring payments scheduled, will I need to set these up in the new online platform?
All scheduled payments will process as scheduled.
If I have guests who access my account, do I need to reinvite them after I log in to the new system?
Guests and their account permissions transferred to the new online system, but this is a good time to review who your guests are and their permissions to ensure access to your account is up to date. Guests will need to create a new password using the Forgot Password feature the first time they log in.
Did my username and password change?
Existing account access users will be able to use their current username. But for security purposes, you will be required to create a new password during your initial My Account login using the Forgot Password feature.
You will also need to complete a two-factor authentication process. You will select the delivery method to receive your security code: text, voice, or authenticator app.
Why did AgDirect upgrade its online account access?
We listened to what’s important to you. Like consumers everywhere, we understand you want the brands you work with to make things easier for you. AgDirect upgraded its digital account access system to offer its customers with My Account, a modern and enhanced experience with redesigned features.
If I was happy with the previous account access system, can I choose to use it?
The previous account access system is no longer available. We strongly encourage users to log in the new and improved system. We're confident you'll find My Account is simple to use and easy to navigate. Additionally, you will benefit from enhanced features like streamlined one-time and recurring payments.
My AgDirect Account Mobile App
I already have an AgDirect Mobile app on my phone. Will I be able to use this app to manage my accounts?
To manage your AgDirect accounts, you will need to use the new My AgDirect Account mobile app available for download from your device’s app store. AgDirect's original mobile app, AgDirect Mobile, is for finance and lease quotes and comparisons, calculating payments and viewing current interest rates.
What's the difference between the My AgDirect Account mobile app and the online system?
Both provide you with convenience for viewing and managing your AgDirect accounts and payments on-the-go. The mobile app will offer slightly fewer features than online account access and must be used on a smartphone or tablet.
I’m new to My Account. How do I enroll online?
- Visit agdirect.com. Click Customer in the “Login” dropdown in the top, right-hand corner.
- Under the Log In button select Forgot Password?.
- Enter your current Account Access Username, then select Submit. You will receive an email with directions to reset your password.
- Create your new Password, Confirm your new Password, then select Reset Password.
- Once you have successfully changed your password, select Back to Login.
- On the Log In page, enter your Username and new Password and select Log In.
- Choose an identity verification method and follow the instructions. Once you have successfully added at least one verification method, select Continue.
- Review the Terms of Use, check the box, then select Accept.
- You are now logged in to My Account.
I’m new to My Account. How do I enroll using the My AgDirect Account mobile app?
- Open your app store and download the My AgDirect Account app.
- Open the app and select Enroll from the Login screen.
- Complete all fields of the Confirm Your Identity screen and click Continue.
- Select your verification method and then click Continue.
- Enter the verification code sent to your delivery method selection and click Continue.
- Create a username and password and click Submit.
How do I enroll if I am a company or entity account user?
To enroll on behalf of a company or entity, authorized users (liable account parties), call our customer service team at 866-507-6555.
After I enroll in My Account, how do I log in online?
- Visit agdirect.com and select Customer from the Login dropdown.
- Enter your Username and Password and click Log in.
- Enter the verification code sent to your delivery method selection and click Continue.
- Review and accept the Terms of Use and click Accept.
After I enroll in My Account, how do I log in using the My AgDirect Account mobile app?
- Open the mobile app from your device.
- Enter your username and password and click Log in or scan your face or fingerprint if using biometric log in (must be set up on your mobile device).
- If you log in using a password, enter the verification code sent to your delivery method selection and then click Continue.
- Review and accept the Terms of Use and click Accept.
How do returning online account access and authorized guest users log in to My Account the first time?
If a user has logged in to account access in the two years prior to the conversion to My Account, they should follow the below steps.
- Visit agdirect.com. Click Customer in the “Login” dropdown in the top, right-hand corner.
- Under the Log In button select Forgot Password?.
- Enter your current Account Access Username, then select Submit. You will receive an email with directions to reset your password.
- Create your new Password, Confirm your new Password, then select Reset Password.
- Once you have successfully changed your password, select Back to Login.
- On the Log In page, enter your Username and new Password and select Log In.
- Choose an identity verification method and follow the instructions. Once you have successfully added at least one verification method, select Continue.
- Review the Terms of Use, check the box, then select Accept.
- You are now logged in to My Account.
If it’s been longer than two years since a user has logged in to account access, they will need to enroll as a new user.
What do I do if I forgot my username?
- From the Log In screen, click Forgot username.
- Confirm your identity information and click Continue.
- Your username will be emailed to you at the email address on file.
What do I do if I forgot my password?
- From the Log in screen select Forgot password.
- Enter your username in the Forgot Password screen and click Submit
- Enter the verification code sent to your delivery method selection and click Continue
- Create and confirm your new password and click Go to LogIn
- Enter your Username and Password and click Log in.
How do I change my username or password?
Log in and click on your name in the top right corner of the screen and click Settings, Profile & Security.
Account Details and Transactions
How do I view transactions and/or account details?
From the account dashboard page, click anywhere on the account tile/window that you want to view. An account details window will be displayed at the top of the page. To view more details select Show more details +.
Transaction details will be displayed below the account details. You can search for specific transactions by using the Keyword Description, Date, Amount or Type filters. Up to 18 months of detailed transaction activity is available online.
How do I export my transactions to a .csv file so I can import them to QuickBooks®?
- From the account dashboard page, click anywhere on the account tile.
- Using the Date, Amount or Type filters, select the account(s) you want to view/export.
- To export, select Export Transactions and a file will be downloaded to your computer’s browser.
For instructions on how to import a CSV file into QuickBooks, click here. The ability to export to a QBO or QFX format is not supported currently.
Intuit and QuickBooks are trademarks and service marks of Intuit Inc., registered in the United States and other countries.
How do I change the equipment name displayed on my AgDirect account?
At launch, users will not have the ability to use nicknames in My Account. Soon after, when this functionality is available, follow the below instructions to change the name of equipment displayed.
- From the account dashboard page, click on your name in the upper-right corner of the screen and then go to SETTINGS, Account Settings.
- Select Edit nickname under the account name displayed.
- Enter the new name and save changes.
*Note that nicknames are only visible in My Account and the My AgDirect Account mobile app. Nicknames are not displayed on your statements.
How do I make a payment to my account?
- Click Make a Payment from any screen or click Payments from the menu bar at the top of the screen.
- Select the AgDirect account you wish to pay. The account may already be displayed for you.
- Select the external account that will be used to pay your AgDirect account. If you have not set up an external funding account, select Add an external bank account and follow the instructions.
- Select whether the payment will be a one-time payment or a recurring payment and select Continue.
- Choose the payment date, then choose the amount you wish to pay:
Pay statement total amount due. Choose this if you want to pay the total amount due as shown on your last statement. You can choose to pay more towards the account principal by checking the box and entering an amount.
Pay other amount towards statement. Choose this if you wish to make a payment that is less than the total amount due as shown on your statement.
Pay towards principal or interest. Choose this option if you want to make an additional payment towards principal or interest. Please note that this payment will reduce your interest or principal balance, but it will not be applied towards your next statement total amount due.
- Select Continue.
- Review the payment details and edit if necessary.
- Select Submit and you will be presented with a confirmation page.
How do I view/delete pending scheduled payments?
From the account dashboard page, select Payments from the menu bar at the top of the page; and then select Manage Scheduled Payments.
How do I set up and manage payment alerts so I can be notified when my payment is due or that a payment has posted to my account?
To set up alerts, follow the below instructions.
- From the account dashboard page, click on your name in the upper-right corner of the screen, then go to SETTINGS, Alerts.
- Select the account to enable alerts for; then select your delivery method.
- For Payment Due alerts, you must also select the number of days before the due date you wish to receive the alert.
Am I able to pay off an account using My Account?
In addition to making one-time or regularly scheduled payments, all accounts, except for leases, can be paid off within My Account online. To pay off an account, select Payoff Information from the Payments menu on your account dashboard.
How do I view my statements?
From the account dashboard page, select View Statements.
Select the account you wish to view and then select a statement to View or Download.
Up to 36 months of statements are available online. All year-end summary statements, payment reminders and rate change notices will continue to be mailed to your address on file.
How do I turn off paper statements?
- From the account dashboard page, click on your name in the upper-right corner of the screen, then go to SETTINGS, Account Settings.
- To turn off paper statements for all accounts, select the Opt out of paper statements button above the list of accounts.
- To turn off paper statements for specific accounts, check the box next to the account.
*Note this feature is only available online to begin with and only the primary account holder can turn off/on paper statements.
Guests and Guest Management
How do I invite a guest user to access my account?
- From the account dashboard page, click on your name in the upper-right corner of the screen, then go to SETTINGS, Guest Management.
- To add a new guest, select Add a New Guest.
- Complete the required guest information and select Create Invitation.
- An email invitation will be sent to the guest with enrollment instructions.
How do I manage guest access?
- From the account dashboard page, click on your name in the upper-right corner of the screen, then go to SETTINGS, Guest Management.
- Select the three dots to the right of the guest user you wish to manage, then you can set their account permissions as follows:
- None: Guest has no access to the account
- View only: Guest can only view the account and does not have any payment rights
- Payment to loan: Guest can view AND make payments to this account
- Manage external accounts: Check this box if you want to grant your guest user the ability to create new external funding accounts or delete external funding accounts.
I have been invited from multiple customers to work as their guest. How do I select which party I want to work as?
- Login with your assigned username.
- From the account dashboard page, click on your name in the upper-right corner of the screen. You will be presented with a list of Working As names from users who have invited you to work on their behalf.
- Select a name. In the upper right corner, you will now see your name with your “working as” name below. You can now navigate the system working on behalf of the selected individual, based on permissions given to you.
When working as a guest, if a new account is added to a customer who granted me guest access, will I automatically get access to the new account?
Guest permissions are set at the account level. The customer who invited you as an authorized guest will need to log in My Account and manage your permissions for the new account.
Learning Center
Agriculture is constantly evolving, which is why AgDirect® works to help you make the right decision for your operation when it comes to financing your next tractor, combine or other ag equipment.
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Livestock Producer and Part-Owner of Capital Tractor
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