How to Make a Payment and Activate Subscriptions
In this article:
Please note that your client account is free of charge! If you register your account with a password, 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's always the option to create an account on the last "thank you" screen.
To register right away, please use your AdvicePay email address and set up a password using this forgot password request link.
Welcome to AdvicePay! In this article, we'll share how to create an account from an invitation link sent by your financial advisor, how to pay without logging in, what to do if you paid your advisor outside of AdvicePay with a check, and how to recognize a charge.
When making a payment, 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.) At this time, we do not accept savings accounts.
Create an Account from an Invitation Link
If you receive an invitation to create an account in AdvicePay, this is an invitation from your financial advisor. This means your financial advisor will process their payments and possibly documents through AdvicePay.
When viewing the email, please ensure the email states the financial firm in the email sender details, and the body of the email will share the financial firm you are doing business with to make payments. If you reply to the invitation, it should send an email to your financial advisor.
Next, click on the link in the email "Set up your AdvicePay Account" to create your account. Following the on-screen instructions, and once you are logged in, you'll have full access to view and pay your invoices, sign documents, and download any necessary items from your account at any time.
Hint: If you click your email or URL for a payment request, you can sign up and register your account by going to the Sign in button, bottom left on the page. It will then send an email to you to confirm it's you; from there, you can create a password.
Pay without Logging into an AdvicePay Account
If you want to pay without logging into an AdvicePay account, follow the instructions below.
To begin, click the button in the email to Pay and View Invoice. Alternatively, your financial advisor may have sent a personal email with a URL link. If this is the case, click the URL to pay without logging in. These links will take you to the main payment screen page with the details about the payment request.
Once you click a link, the main page will show the available payment options on the left. This is where you'll enter the payment information to pay any one-time invoices or subscriptions without logging in. On the right-hand side, all invoices or subscriptions are ready to be paid after the payment method is added. It also shows the due date, the amount(s), and the blue button to submit and process the payment.
- 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 (Credit card or ACH).
- When selecting the U.S. 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 below the credit card area.
**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, click on the blue button at the right that says "Pay $" for an invoice, or "Confirm Subscription" for a subscription. Once submitted, you'll see the "Thank you for your payment" screen below.
- If, thereafter, you'd like to create an account (if you don't have one yet), click the blue button "Create an Account" to do so, but it isn't mandatory. If you already have an account, you can log in using the button; instead of creating an account, you can sign in.
Pay without logging into your AdvicePay Account on a mobile device
When paying with a mobile device, things look a bit different. To get started, click on the link in the email from your financial advisor or the URL link sent to you requesting the payment.
It will take you to a screen similar to the one below with the available payment options, usually this will be ACH or Credit Card.
1) To pay via ACH, add your Full Name, and search for your institution in the second blank field where it says "Search for your bank." If you aren't able to find your bank when searching, or want to add it manually, click on the link below the banks where it says "Enter bank details manually." A modal will open to complete the routing number and account with Stripe. Once completed, and will bring you back to AdvicePay to process the payment.
2) If you prefer to pay via Credit Card, click the credit card box, and the modal will open for you to fill out all areas: Card number, Expiration Date, Security Code, Country, and Zip Code. See the images below to help guide you in the process:
3) Once you have added your payment method, ensure that you are back on the page and click the blue "Pay$" or "Confirm Subscription" button.
4) Once the payment is submitted, you'll see the "Thank you for confirming your payment details" page on the next screen. *Please note that ACH transactions can take up to 4 business days to process, during which they may pass or fail.
Pay by Logging into your AdvicePay Account
If you've already created an account and would like to log in to Advicepay to make a payment or sign a document sent to you by your financial advisor, follow the instructions below:
1) If you want to log into AdvicePay directly, you can do so here: https://advicepay.com/, then click on the "Log In" button top right. The login page is seen below:
a. Alternatively, you can click on the link in the email from your financial advisor or the URL link sent to you to get to the payment page, and click "Sign in" bottom left under cards. Then you'll see the same screen as above to log in.
2) Next, you'll see a main Dashboard and below that, Transactions and Document Vault.
3) Click Transactions to reveal the tabs where Invoice or Subscriptions are located, respectively. To make a payment, locate the Invoice or Subscription, then click on the blue "Make a Payment" button.
4) On the next screen, you'll see Saved payment methods on file to choose from, or you can add a New Payment method at the top tab by clicking on it. Be sure to select the payment method by clicking on it (ensuring the bubble is selected), then click "Confirm Subscription" or Pay$ for invoices. Once submitted, you'll see the "Thank you for confirming your payment details page.
Pay by logging into your AdvicePay Account on a mobile device
To pay by logging into your AdvicePay account on a mobile device, head over to our main page at this URL https://advicepay.com/, then click on the "Log In" button top right.
1) Once you're logged in, you'll want to get to the main Dashboard at the top three lines, as seen in the image below:
2) The top three lines will open the modal to display the tabs Dashboard, Transactions, and Document Vault.
3) Click Transactions to reveal the tabs where Invoice or Subscriptions are located, respectively. To make a payment, if it's a subscription, click Subscriptions.
4) Once in the subscriptions tab, to make a payment on an inactive subscription, click the arrow and click "Make a Payment." On the next screen, either choose a saved payment method or click the "New Payment Method" at the top to add a new one.
5) Lastly, ensure the payment method is selected, then scroll down to click the blue button "Pay$" or "Confirm Subscription."
6) Once the payment is submitted, you'll see the "Thank you for confirming your payment details" page on the next screen. *Please note that ACH transactions can take up to 4 business days to process, during which they may pass or fail.
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. Firms can still send an email, but then you click the blue button to "View and Pay Your Invoice", it will show you the instructions on where to submit a check.
If you paid your advisor outside of AdvicePay, some firms may have the option to send a courtesy notification email when an invoice is paid via a method outside of AdvicePay. When this is the case, you can still view the invoice by clicking the blue button to " View your Invoice" in the email, but no action is needed. Please note that all firms are different, so this option may 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 payment processor, 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.
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, clarify payments, or put you in touch with your advisor.