[Account Owner] Why can't I add a client?

Please note that if your firm has disabled advisor ability to create clients, only the Account Owner and their Firm Admins can add a client.

If you have the permissions to add a client but AdvicePay won't accept them, it's most likely because that email is already associated with a client in your own account!

To make a second client entry for the same client, here are two potential solutions:

You can add your client using a different e-mail address

If this client is using a major email provider like Gmail, you can add his/her same email with a "+something" at the end of it. For instance, instead of "mariaruiz@gmail.com" you can write "mariaruiz+yourfirmname@gmail.com" or "mariaruiz+22@gmail.com."

This email will still get sent to Maria's regular email account. The only difference is that her login will be different when signing in to access her account under your firm.