My Account
Managing your account information, exporting reports, billing, and upgrading
- Choosing Your AdvicePay Plan
- How to Sign Up for a New Account
- Free 14 Day Trial Period
- What are the fees on AdvicePay?
- How to Invite Advisors
- Advisor Permission Types
- How to Manage Advisors and Clients
- Adding Administrative Users to Your Account
- Audit Log
- Invoice Settings: Logos, Custom Disclosures, Billing in Advance or Arrears, and More!
- Firm-Wide Email Settings
- Limit Client Payment Method to ACH or Credit Cards
- How to Update Your Email, Name, or Firm Name
- Updating Your Billing or Transfer Account
- How do I find my ACH account or routing number?
- How to Access All AdvicePay Accounts Under One Login
- How to Update Your Password
- How to Enable Two-Step Authentication
- Can I add another email to my account?
- Advisor Report Export