Adding or Deleting a Payment Method
You can easily manage all of your bank and/or credit card accounts on AdvicePay in your client payment portal at Account Settings > Billing located under the top right pulldown arrow.
To add an account that you want to use for paying invoices or subscriptions:
1. 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)
2. Enter your payment information
- After entering your new payment type, if there is more than one on the account, you will be prompted with the screen below to choose to make the default payment, if so click yes, if not, please click no, and keep my current default.
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.
To delete an account you’ve added:
1. Click the drop down menu on the payment mathod and select Delete! (this option is only available if one or more payment methods are on file).
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 will want to be sure you've added another one! If only one account is entered, a Delete option will not be present.
❓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.
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
