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.
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. When registering, we'll never ask you for any personally identifying information.
- Below is the image of the client payment portal dashboard once your client clicks to pay using the link in the email or the URL. On the left are the available payment options. 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.
- To get started and to pay without logging in, click on US bank account or Card boxes. This will allow you to add your payment information for the methods available. When selecting the US Bank account, it must be a checking account. You can add the name of the bank or choose to manually add the bank account. **(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!)
- 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.
- After entering your payment information without logging in, click on the blue button at the right that says "Pay" with the amount noted. 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 for invoices or subscriptions.
Find the invoice or subscription and use the pulldown arrow on it to Make Payment button.
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 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, any checking account can be added by selecting 'Manually enter details'(underlined in above image near the bottom) and entering an account and routing number from a check! 🎉 Please note that we do not accept savings accounts.
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!
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! 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 support@advicepay.com! We're super happy to help you figure out a charge and whether it matches up with your payment for financial planning services. 🙌