Updating Your Subscription Payment Method

If you need to update/change your billing method on an active billing subscription, you'll need to log in to AdvicePay. If you are not yet registered and have never created a password, you can request a password reset using our Forgot Password link here. Please note when requesting a link that the email entered must be the email that is on your client profile; otherwise, it won't be sent.

If you have a password, please log in here at https://app.advicepay.com/ to get into your account with your email + password, then MFA.

Once logged in, you'll head over to the top-right drop-down arrow in your AdvicePay account and click on Account Settings, then the Billing tab.

If you have made payments on a subscription prior, the payment method will show there under either ACH or Credit card. You can add a new bank account to or credit card by clicking the respective button: Add bank account or New Credit Card.

When adding a new payment method, you'll be prompted with this screen to choose to make it the default or not to make it the default:

To remove any other accounts on file after adding a new method, simply click on the dropdown arrow and click on delete.

Once your payment method is updated to the default payment, the active subscriptions will auto-bill on that default payment.

Important: If you need to update a subscription that is not yet billed or started, please go back to the Dashboard main page nd head over to the respective One-time Invoices or Subscription locations to submit your payment on that specific payment request.

If there is a failed payment, click on the Make a payment on the failed payment header in red, and it should allow you to resubmit the payment with the new payment method just added.

Additional Information for Guidance

• For more help in adding, deleting, and/or changing the default payment method, please see this quick tutorial: Managing Payment Methods 
• If you have a failed payment, you can follow these instructions: What to do if a Payment Fails.
• If you have decided to pay via check with your firm or financial advisor, please ensure they submit the check as payment from their side of AdvicePay to reflect the payment on the invoice. When using this feature, you would receive an email that states no action is needed. Of course, a PDF of any one-time invoice will show in the email itself at the bottom left corner for download, or it is also available anytime if you log in to your account.