Payments
Get help paying your financial advisor! How to pay an invoice, failed payments, etc.
- How to Make a Payment and Activate Subscriptions
- How to Sign Documents
- Updating Your Subscription Payment Method
- What To Do If A Payment Fails
- How do I find my ACH account or routing number?
- Can I pay with my savings or brokerage account?
- Help, I can't add a payment method!
- How do I save or print an invoice?
- How to Pay without Logging in (Unregistered and Registered), or by Logging in
- How do I receive a refund?