Updating Your Subscription Payment Method
If you ever need to update or change your payment method on an already active subscription. You can do so, by going to the top right dropdown arrow in your AdvicePay account and clicking on Account Settings > Billing.
We will bill the default account you have on file for existing subscriptions. When adding a new payment method you will be prompted after adding it with this screen to choose to make it the default or not to make it the default:
To remove any other accounts on file, simply click on the dropdown arrow and click on delete.
📍 For more help in adding, deleting, and/or changing the default payment method, please see this quick tutorial: Managing Payment Methods
Tip: 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.