What can we help you with today?
Getting Your Clients Started on AdvicePay
How to Request a Payment
How to Invite (or Add) a Client to AdvicePay
Accepted Payment Types
Can my client pay with their brokerage account?
Unpaid/Overdue Invoice Reminders
AdvicePay says my client is "Unregistered" -- what do I do?
What happens when I get a failed payment?
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Payouts/Deposits/Transfers into your Bank Account
Understanding Your Transfers Page
What are the fees on AdvicePay?
When are fees deducted?
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Enterprise: Tiered Pricing
Enterprise: What can the Firm Manager do?
Enterprise: Full-Access Account vs Managed Account
Enterprise: How to Invite Advisors
Enterprise: How to Invite and Assign Clients to Advisors
How does my client set up their account?
What Clients See After Logging In
Client Email: Invitation
Client Email: Invoice
Free 14 Day Trial Period
How to Update Your Default Bank Account
How to Update Your Email, Name, or Company Name
How To Update Your Password
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How Subscription (Recurring) Payments Work
Advanced Payment Option for Subscriptions
Subscription Invoices Marked As "Inactive"
Subscription Invoices Paid After the Due Date
How To Change Subscription Payment Amounts or Billing Dates
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How does AdvicePay keep payment information secure?
Can I delete an invoice?
Can I delete clients?
Can I edit a client's account information for them?
Can you turn off client email notifications?
Why can't I send an Invite to a client's email address?
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How does AdvicePay avoid custody?
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