How to Invite Advisors

Adding advisors is only available on Professional and Enterprise plans. Account Owners, Managing Advisors, and Admin users are able to add advisors. Remember: each additional advisor costs $50/month, except No Login advisors (they're free)!

1. Go to  Advisors > Invite New Advisor:

2. Enter in the advisor's  First NameLast NameEmail Address, Company Name, and (optionally) assign an internal Advisor ID

3. Under Advisor Permissions, select  Managing, Standard, Read Only, or No Login 

Choose  Managing if you want the advisor to have their own account login, manage firm settings + other advisors, and be able to bill + manage invoices for all clients across the firm. They will not be able to manage firm banking information or delete the account.

Choose  Standard if you want the advisor to have their own account login and be able to bill + 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 be able 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.

📍 Managing Advisors (switching access types, deleting advisors, reassigning clients between advisors)

4. Click Add Advisor

📮 Tip: When choosing a Managing, 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.

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