How to Make a Payment and Activate Subscriptions
In this article:
Your client account is free of charge! If you decide to register your account, you'll have full access to manage your billing and settings, the only information required is to establish a password. When registering, we'll never ask you for any personally identifying information.
Your advisor can send you an invitation link, or after paying without logging in, there is always the option to create an account on the thank you screen.
To register right away, please use your AdvicePay email address and set up a password using this password reset link .
Below is the view of your client payment portal Dashboard once you click to pay via a link in an email or the URL send from your Advisor.
On the left are the available payment options, usually credit card and/or ACH. This is where you will enter the payment information to pay any one-time invoices or subscriptions without logging in.
On the right-hand side is where all invoices or subscriptions are ready to be paid. It also shows the due date and the amount for each and the blue button to submit the payment. for processing.
Create an Account to Login in:
If you would like to create an account to save your payment information and access all invoices, subscriptions, and documents, please click on Create an Account, or if you already have one, click on the Sign in. Both are located under the left sidebar payment methods.
Pay without Logging in:
- To get started and to pay without logging in, click on US bank account or Card. This will allow you to add your payment information for the methods available.
- When selecting the US Bank account, it must be a U.S. checking account. You can add the name of the bank or choose to manually add the bank account.
Note: If only one payment method option is showing, and you would like to pay a different way, please reach out to your Advisor. If you don't see anything listed on your dashboard, this means your advisor has not yet issued you an invoice!
- After entering your payment information without logging in, click on the blue button at the right that says "Pay" or ""Confirm Subscription.
- Once submitted, you will see the screen below. If you would like to create an account (if you don't have one yet), click the blue button to do so. If you already have an account you can log in using the button instead of creating an account you can sign in.
Note: When paying with a mobile device, click the top left three lines to see the drop-down menu.
Next, you will see the options below, first:
- click Transactions
- then for One Time Invoice go to Invoices
- For recurring payments go to Subscriptions
On the Dashboard tab, you will see similar items on the main page.
You can also find the Invoices or Subscription and use the dropdown arrow on either to the Make Payment button.
(*To Approve a change or increase on an exisitng subscription, click View Details on that dropdown arrow.)
1. Choose a method for adding a bank account or credit card.
Note: If your advisor has chosen to only be paid via ACH (checking account) or only via credit card, you will see only see that method available as an option.
You can use any credit card/debit card on AdvicePay when the credit card option is available to you.
(We accept Visa, Mastercard, American Express, Discover, JCB Diners Club, and China UnionPay credit and debit cards. We also accept payments made via your digital wallet, like Apple Pay, Google Pay, or Microsoft Pay. All payments are processed by our underlying partner payment gateway, Stripe. )
When you choose a US bank account this is the screen you will encounter (Google Pay below):
Tip: If your bank isn't listed for quick linking, you forgot your online banking login info, or you'd simply like to add your account a different way. you can add any checking account can be added by selecting 'Manually enter details '(underlined in the above image near the bottom) and entering an account and routing number from a check. Please note that we do not accept savings accounts.
If you choose to pay via credit card, ensure you are clicking on Card and completing all necessary information in the prompt shown below.
2. Once the account you want to use is added and selected you will see the account's last four in view on the screen under the US bank account area.
- Next head to the bottom of the screen and, click Confirm Subscription or Pay in blue.
Note: If you selected to pay with a credit or debit card via your digital wallet -- e.g. Apple Pay or Google Pay -- you will be prompted to pay with that once selected, and you hit pay. You will then be able to select the card on file and proceed to payment on the same pop-up screen.
For subscriptions with due dates set in the future, note that you will not be charged immediately upon authorizing the subscription -- rather, your account will be debited on the future date indicated on the main dashboard screen or on the final payment screen:
4. When you're ready, you'll need to click a final button to authorize current and/or future charges!
If you have any payment due today, you'll click Pay ($requested)
If you only have a subscription payment that is to be charged automatically in the future, you'll click Confirm Subscription:
❗️We will not charge you or activate your subscription for auto-billing until this final step is completed.
Once successfully submitted, you will be redirected to a screen confirming your payment. You will also receive a confirmation via email stating it was activated. 🙂
📍 Was your card declined? Here are common reasons why that happens, and what you can do to fix it!
What if I paid via Check or outside of AdvicePay with my Advisor
If you pay your Advisor with a physical check or a payment outside of AdvicePay, no further action is needed in your AdvicePay account.
Some firms may have a setting that allows them to send a courtesy notification email when an invoice is paid via a method outside of AdvicePay stating "New Invoice from [Firm Name]: "No Action Needed" in the email subject line. You can still view the invoice with the " View your Invoice" blue button in the email, but no action is needed.
For checks, the email will state "New Invoice from [Firm Name]", and if you click on the blue "View and Pay Your Invoice" button in that email, it will show you the instructions to submit a check with instructions. No further action is needed.
*Please note that all firms are different so this might not apply.
Helpful Tip: On both courtesy notification emails, the invoice for one-time invoices is linked at the bottom left of the email in pdf form for simple download and viewing.
How to Recognize the charge on your Statement
All payments are processed by our underlying partner payment gateway, Stripe. While we've set charges made through our app to default to your Advisor's firm name, banks, and credit card companies don't always honor that independently.
Therefore, you may find that the charge on your statement appears as AdvicePay.com, Stripe, Stripe.com, or a variation of the firm's name. One thing that may be helpful is to save or print out the email confirmation you receive from us after making a payment to keep track of the date and amount of the charge so that you can refer to it when you're reviewing your monthly statement.
If you'd like to look up your "Stripe" charge to confirm the identity of the Stripe user who created it, we invite you to visit https://support.stripe.com/charge-lookup.
Where to Log into AdvicePay
If you are running into the screen below, please click on Sign in, then on the next screen, please use your email (username) and your password to login thereafter:
Still have questions, or need help navigating where to go?
Don't hesitate to reach out to our Support team at support@advicepay.com. We look forward to helping you figure out a charge, and clarify payments or put you in touch with your advisor.