How to Make a Payment and Activate Subscriptions
Your client account is free of charge! If you decide to register your client account so that you have full access to manage your billing and settings, the only information required is to establish a password. We'll never ask you for any personally identifying information.
Follow the step-by-step tutorial below, or jump here to watch a quick video walkthrough!
1. Click the blue Make Payment button on the unpaid or inactive invoice you want to pay. (If you don't see anything listed on your dashboard, this means your advisor has not yet issued you an invoice!)
Proceed with clicking the next blue Make Payment button after reviewing the invoice details:
Note: When paying with a mobile device, click the drop down menu next to the invoice or subscription to access the Make Payment button.
2. 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 paying via ACH, we have over 500 banks available for quick automatic linking via our Plaid integration under the 'Connect' option. To add your account this way, you'll need to know your online banking login information. Some banks may ask you to take extra steps to verify your identity and will send you a verification number via text.
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, any checking account can be added by selecting 'Manually enter details' and entering an account and routing number from a check! 🎉 Please note that we do not accept savings accounts.
3. Once the account you want to use is added and selected, click Next to make a final review of your payment. To go over the full details of your payment, click View details.
Note: If you selected to pay with a credit or debit card via your digital wallet -- e.g. Apple Pay or Google Pay -- your payment will process immediately and you will not be taken to this final review 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:
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 Confirm & Pay:
If you only have a subscription payment that is to be charged automatically in the future, you'll click Activate Auto-Billing:
❗️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. 🙂
For more help, watch how to create your account and pay
Recognizing 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! Therefore, you may find that the charge on your statement appears as AdvicePay.com, Stripe, or Stripe.com.
We know that it's easy to forget this! 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 + 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.
Still have questions? Please don't hesitate to reach out to our Support team at firstname.lastname@example.org! We're super happy to help you figure out a charge and whether it matches up with your payment for financial planning services. 🙌