Account & Settings

Managing your account information

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• [Advisors] Adding Administrative Users to Your Account
• [Advisors] Managing Emails Your Clients Receive
• [Advisors] Account Invoice Settings: Logos, Payment Methods, Additional Info, Custom Disclosures, and List of Services
• [Advisors] Managing Emails You Receive
• [Advisors] How to Update Your Email, Name, or Firm Name
• [Advisors] Limit Client Payment Method to ACH or Credit Cards
• [Office Manager] Managing Office Settings
• [Advisors] Updating Your Billing Account
• [Advisors] How to Access All AdvicePay Accounts Under One Login
• [Advisors] How to Enable Two-Step Authentication
• [Advisors] How to Update Your Password
• [Advisors] Your Invoice History for Payments to AdvicePay
• [Advisors] How to Set Default Reviewer for Deliverables