TD Ameritrade's Veo One
AdvicePay has a single-sign-on (SSO) integration with TD Ameritrade's Veo One. With this integration, you can connect to AdvicePay directly from your Veo platform to facilitate your fee-for-service billing processes alongside, for example, any AUM fee billing you may do.
To access AdvicePay from Veo One:
1. Download this fillable form: Veo One Release of Information
2. Enter the requested information. Be sure to select AdvicePay as a vendor on the form:
3. Save the document to your computer. (Alternatively, you can print the form and fax it in.)
4. Submit it to email@example.com, or via fax to 858-678-2855. Once approved, Veo One will turn on AdvicePay under your list of approved vendor integrations.
Advisor invoicing will still ultimately live within two systems, so clients will continue to set up an AdvicePay account and enter a checking, brokerage, or credit card payment method for their AdvicePay invoices.