Adding or Deleting a Payment Method
In this article:
You can manage all of your bank and/or credit card accounts on AdvicePay in your client payment portal under the top right drop-down arrow and clicking on Account Settings > Billing:
How to add an account for paying a One-time Invoice or Subscriptions
Select New Bank account or New credit card (note: if your advisor does not accept a certain payment method, you will not see that option available)
- Enter your payment information
- After entering your new payment type, if there is more than one payment method on the account, you will be prompted with the screen below to choose to make the default payment, if so click yes, if not, click no, and keep my current default.
Note: If you choose to have this new payment as the default, future subscriptions will be charged to that payment type. Any non-default account can also be deleted here after the new one is added.
How to Delete an Account You’ve Added:
To delete an account that is already on your account and is no longer a method you want to use, click the drop-down menu on the payment method and select Delete (this option is only available if one or more payment methods are on file).
Note: We require at least one payment method to be active in the account at all times, so to be able to delete an account, you'll want to be sure you've added another one first.
If only one account is entered, a delete option will not be present - but you can always reach out to request we remove a method for you at support@advicepay.com.
Payment Types Accepted
AdvicePay accepts all U.S. bank checking accounts (but not savings accounts) and debit/credit cards that have U.S.-based billing information (e.g., State and Zip) associated with them.
Specifically, we accept Visa, Mastercard, American Express, Discover, JCB Diners Club, and China UnionPay credit and debit cards.
What to do if I can't add my Payment Method
If your bank is not available for quick linking via the Connect with Stripe option, or you forgot your online bank login, the checking account can be added using its Routing + Account number under Enter bank details manually instead
