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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
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Categories

  • My Account
  • Getting Started
  • Emails & Notifications
  • Invoices
  • Get Paid
  • Subscriptions
  • Payouts/Transfers
  • Fee Calculator
  • eSignatures - HelloSign
  • eSignatures - DocuSign
  • Reports
  • Client Experience
  • General FAQ
  • Security and Compliance
  • Integrations
  • Best Practice Tips
  • Developer Resources
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