[Account Owner] Managing Your Transfer or Billing Accounts

Managing your bank accounts is done under Firm Settings > Billing and is only available to the Account Owner login.

Here you'll find your Transfer account (this is where you receive money from clients) and your Billing account (this is what you use to pay AdvicePay for your monthly subscription service).

We are able to accept any checking account associated with a U.S. bank. If you wish to use your brokerage account, please be sure ACH has been activated in order to allow debits + credits on the account!

Note: We don't support debiting or paying out funds to savings accounts! Using savings account information will result in a failed payment/payout. 

You can update these accounts when necessary by clicking the Add Account button and entering in new information: 

After entering your new account, click the drop down menu and select  Make Default in order to begin using it. Any non-default account can also be deleted here!

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