Account & Settings
Managing your account information, settings, billing info, and AdvicePay plan
- [Account Owner] Firm Settings: Logos, Invoices, Disclosures, Payment Periods, and More!
- [Account Owner] Finding Your ACH Account or Routing Number
- [Account Owner] Adding Rep (or Advisor/Split) Codes
- [Account Owner] Adding/Removing Administrative Users to Your Account
- [Account Owner] How to Manage Emails Your Clients Receive
- [Account Owner] Setting Up and Managing Offices
- [Account Owner] Invoice & Subscription Approvals
- [Account Owner] How to Update Your Email, Name, or Firm Name
- [Account Owner] Managing Emails You Receive
- [Account Owner] Firm-Wide Email Settings
- [Account Owner] AdvicePay Billing & Invoice Information
- [Account Owner] Managing Your Transfer or Billing Accounts
- [Account Owner] Limit Client Payment Method to ACH or Credit Cards. or Checks
- [Account Owner] Fee Override
- [Account Owner] Cancel Your Account
- [Account Owner] What can the Account Owner do?
- [Account Owner] How to Enable Multi-Factor Authentication
- [Account Owner] How to Access All AdvicePay Accounts Under One Login
- [Account Owner] How to Update Your Password
- [Account Owner] How to Disable Advisor Ability to Create and Edit clients, and Delete Clients