Account & Settings
Managing your account information, settings, billing info, and AdvicePay plan
- Finding Your ACH Account or Routing Number
- Firm Settings: Logos, Invoices, Custom Disclosures, Billing in Advance or Arrears, and More!
- Managing Emails Your Clients Receive
- Adding Administrative Users to Your Account
- Managing Your Billing or Transfer Account
- How to Access All AdvicePay Accounts Under One Login
- How to Update Your Email, Name, or Firm Name
- Cancel Your Account
- Firm-Wide Email Settings
- Limit Client Payment Method to ACH or Credit Cards
- AdvicePay Billing & Invoice Information
- Managing Emails You Receive
- How to Enable Two-Step Authentication
- Account Invoice Settings: Logos, Payment Methods, Name on Invoice, Additional Info, List of Services
- How to Update Your Password
- How to Disable Advisor Ability to Create and Delete Clients
- Admin Attributes