How to Change Your Password
Important: A new password will be required every 180 days as it will expire automatically. Note, the last 13 passwords are unable to be re-used and a new one will need to be created.
When you're logged in to AdvicePay, you may change your password at any time!
1. Click on the top right drop-down menu and select Your Profile.
2. Click Change Password, enter your Current Password, New Password, and Password Confirmation. Click Save Changes
Passwords must be:
- at least 8 characters long
- contain at least one lowercase letter (e)
- contain at least one uppercase letter (E)
- contain at least one number (6)
- contain at least one of the following symbols only: $@!%*?& -- note that we do not accept these symbols: ^+()#~=`
Have trouble setting a new password?
One suggestion is to enter a password that fits all of the requirements within a word processing program (or even in the browser search bar), then Copy and Paste it into both of the password boxes that you see. (This will help verify that both of them match, as it can be hard to tell when typing it in since we replace the characters with ******** for security reasons!)
We also don't always recommend that you use an automatic password generator, as they may not necessarily meet the above requirements.
What if I forget my password?
No problem! On our login page, we allow you to reset your password to get back into AdvicePay:
1. Click the Forgot your password link at the left bottom part of the login screen:
2. Enter the email on file for your AdvicePay account (this is the email your advisor used when they set you up or the email you entered if you later updated it manually in your Account Settings)
3. Click the Reset Password button
4. Check your email for the password reset link
Don't see an email from us?
- Note that we only send password reset links to emails only in our system.
- Sometimes our emails get caught up in spam filters or other locations. We recommend visiting your Junk/Promo/Spam folders if you don't see it within a few minutes.
Add info@app.advicepay.com as all our emails come from here to ensure they get to your main email inbox.
Here's a guide on how to add emails from AdvicePay to your safe sender/allow list.