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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/Removing 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
  • Limit Client Payment Method to ACH or Credit Cards
  • Firm-Wide Email Settings
  • AdvicePay Billing & Invoice Information
  • Managing Emails You Receive
  • How to Enable Multi-Factor Authentication
  • Account Invoice Settings: Logos, Payment Methods, Name on Invoice, Additional Info, List of Services
  • How to Update Your Password
  • How to Disable Advisor's Ability to Create, Edit and Delete Clients
  • Admin Attributes

Categories

  • Getting Started
  • Security
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  • Best Practices
  • Account & Settings
  • Advisors
  • Clients
  • Payments
  • Payouts
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  • eSignatures - DocuSign
  • Reports & Analytics
  • Integrations & Tools
  • General FAQ
  • Developer Resources
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