To utilize AdvicePay, when completing the Financial Planning and Consulting Services Agreement, simply check the “AdvicePay Electronic Payments” box located on Schedule A of the agreement and include the clients valid e-mail address. Upon receipt of the completed agreement, Centaurus and AdvicePay will handle the rest!
If using the service for the first time, IARs will receive an e-mail from AdvicePay in order to register and establish online access to the portal.
Clients will be sent an e-mail from AdvicePay with a link to a secure website in order to set-up the desired payment information via bank draft, credit card, or both. Once a client has established their account, the payment of any fee invoices can be made electronically. IARs will also receive copies of any e-mail communications sent to the client.