Can I pay with my savings or brokerage account?

Savings Accounts

We currently don't support savings accounts as a method of payment. Sorry about that! If you enter savings account information, your payment will fail and a $4 return fee will be charged to your advisor.

Brokerage Accounts

We can absolutely accept your brokerage account on AdvicePay! Most brokerage accounts need to have ACH enabled, and you're able to do that through the company. It's typically a form to fill out, which in return activates ACH and gives you an account and routing number to make debits. 

Please note that if you do not have the debits enabled on your account then the payment will fail, and a $4 return fee will be charged to your advisor.