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 after logging in on our main page here. ( note: you will need to use your email address in AdvicePay and your password along with multifactor authentication).
Once in your account, head to the top right drop-down arrow and click on Account Settings then the Billing tab:
How to add an account for paying a One-time Invoice or Subscriptions
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Once you've logged into your account, head over to your top-right drop-down and click Billing, select New Bank Account button, or New credit card button (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.
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 (Important: 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 pres,t - but you can always reach out to request we remove a method for you at support@advicepay.com.
Payment Types Accepted
AdvicePay accepts most 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.
We do accept payments from brokerage accounts as long as you have ACH enabled (so that it behaves similarly to a standard checking account). In our experience, this is enabled by you via a form they fill out through your brokerage company, which in turn activates ACH and gives you a special account and routing number to make debits. In turn, you can use this to pay invoices through AdvicePay by manually entering this information via the normal bank account option.
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(our underlying payment processor) , or you forgot your online bank login, the checking account can be added using its Routing + Account number under Enter bank details manually instead, see where to do this below:
