General FAQ

Popular questions about how things work around here

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• [Advisors] Can I bill a business instead of an individual?
• [Advisors] Can I bill couples or add a second user to a client's account?
• [Advisors] Can you turn off my client's email notifications?
• [Advisors] Why can't I add a client?
• [Advisors] A client forgot their password! How do they reset it?
• [Advisors] What happens when my payment request needs to be approved?
• [Advisors] What is the minimum amount I can charge?
• [Advisors] What Office am I in?
• [Advisors] How to add emails from AdvicePay to your safe sender/allow list!
• [Advisors] What is the session timeout on AdvicePay?