How to Invite Advisors
Adding advisors is only available on Professional and Enterprise plans. Account Owners, Full-Access Advisors, and Admin users are able to add advisors.
On our Professional plan, each additional advisor costs $50/month. (Except No Login advisors -- they're always free!) Go here to read more about how advisor fees work.
Please visit Firm Settings > Billing to see current and upcoming charges. If you have questions, please don't hesitate to reach out to our team at support@advicepay.com!
1. Go to Accounts > Advisors > Invite New Advisor:
2. Enter in the advisor's First Name, Last Name, Email Address, Company Name, and (optionally) assign an internal Advisor ID or Tag
3. Under Advisor Permissions, select Full-Access, Standard, Read Only, or No Login
Choose Full-Access if you want the advisor to have their own account login, see and manage most firm settings, add and manage other advisors, and be able to bill plus manage invoices for all clients across the firm. They will not be able to see or manage firm banking information, or delete the account.
Choose Standard (default) if you want the advisor to have their own account login and be able to bill plus manage invoices for their clients only. They will not be able to see or manage any settings for the firm, including firm banking information.
Choose Read Only if you want the advisor to have their own account login but NOT have the ability to bill or manage their clients.
Choose No Login if you don't want the advisor to have any access to AdvicePay. You'll be able to bill and manage their clients for them!
4. Click Add Advisor
📮 Tip: When choosing a Full-Access, Standard, or Read-Only Account, the advisor will immediately receive an invitation email from us allowing them to set their own password and login.
When choosing a No Login Account, the advisor will not receive an email from us, as they won't have an AdvicePay account.
Would you like to send your own personalized email to your Advisor "re-inviting" them to create their Advisor account? We'd love to show you how! Navigate to Accounts > Advisors and click on the Advisor who still needs to register. Then, just copy the URL link displayed under Invitation Link.
Need to resend an Advisor invitation link?
Absolutely! Navigate to the Advisor tab in the left main menu and click the Advisor's name to access their profile page.
If the Advisor has not created an account just yet, an invitation URL will be available for you to copy and paste in a separate personal email to the Advisor so they can register.
