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How to Set Up an AdvicePay Account and Make a Payment

TCI Wealth Advisors now offers electronic invoice payment capability through AdvicePay. AdvicePay is an industry leader in online payment solutions for financial advising firms. In order to start utilizing all of AdvicePay’s features, you must first create an account. The step-by-step instructions below will walk you through how to setup your AdvicePay account and making a payment. If you get stuck, please respond to the email for assistance.

1.

When you receive your initial email from AdvicePay letting you know that you have an invoice to pay, you’ll be prompted to setup your account.

2.

After clicking SETUP YOUR ACCOUNT you will be directed to a page to setup your password.

3.

Once you’ve chosen your password and accepted the TERMS & CONDITIONS, click REGISTER and you’ll be taken directly into your account.

4.

If you have any unpaid invoices you will see them upon logging in, and you have the ability to immediately authorize a payment.

Making a Payment

1.

Click the blue MAKE A PAYMENT button on the unpaid or inactive invoice you want to pay. (If you don’t see anything listed on your dashboard, this means there is no payment to make)

2.

Proceed with clicking the next blue MAKE PAYMENT button after reviewing the invoice details.

3.

Choose your preferred method of payment.

4.

When you’re ready, click the CONFIRM & PAY button to submit your payment/authorization.

5.

Once successfully submitted, you will be redirected to a screen confirming your payment. You will also receive a confirmation via email.

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