General FAQ
Some popular questions and topics about how things work around here!
- How to Edit a Client's Profile: Name, Email, etc.
- Best Practices: Updating a Client's Email Address
- Can I bill couples or add a second user to a client's account?
- Can I bill a business instead of an individual?
- Can I add another email to my account?
- How do I send my own invoice reminder to a client?
- Refunding Clients
- Deleting a client
- Can you turn off my client's email notifications?
- I can't add a client!
- What are the fees on AdvicePay?
- Is there an additional fee if a client pays by credit card?
- Can I pass along credit card processing fees to my client?
- Disputed Payments
- What is the minimum amount I can charge?
- Do you issue 1099k's?
- How do I find my ACH account or routing number?
- My bank account has a fraud filter in place. How do I approve or clear AdvicePay?
- How to contact us (and why we don't offer phone support)
- How to Disable Advisor Ability to Edit Clients