Adding or Deleting a Payment Method

You can easily manage all of your bank and/or credit card accounts on AdvicePay at Account Settings > Billing!

To add an account that you want to use for paying invoices:

1. Select New bank account or New credit card (note: if your advisor does not accept a certain payment method, you will not see that option available)

2. Enter your payment information

3.  Optional: if you want this account to become the new default payment method (e.g. for paying your automatic subscription invoices), select its drop down menu and choose Make Default:

To delete an account you’ve added:

1. Click its drop down menu and select Delete!

We require at least one payment method to be active in the account at all times, so to be able to delete an account you will want to be sure you’ve added another one! If only one account is entered, a Delete option will not be present.

❓AdvicePay accepts all  U.S. bank checking accounts (but not savings accounts!) and debit/credit cards that have U.S.-based billing information (e.g. State and Zip) associated with them. Specifically, we accept Visa, Mastercard, American Express, Discover, JCB Diners Club, and China UnionPay credit and debit cards. 

If your bank is not available for quick linking via the Connect with Plaid option, or you forgot your online bank login, the checking account can be added using its Routing + Account number under Manually enter details:

SAGE Tuition Rewards

With SAGE Tuition Rewards, students will earn guaranteed minimum scholarships at over 455 participating private colleges and universities across America! The scholarships can equal up to one full year’s tuition!

Each Tuition Rewards Point is equal to $1.00 in tuition discounts if the student attends a participating college or university. The accumulated points represent the minimum scholarship (grant or other institutional discount) that the student will receive.

35,000 Tuition Rewards Points represent a guaranteed minimum $35,000 scholarship at our member colleges. Your loved-one may receive more, but is guaranteed not to receive less!

Tuition Reward Points accrue like frequent flyer miles and are earned by based on investments implemented with Concordia Wealth Planning. What makes Tuition Rewards even more unique is that you don’t have to use the investment earning Reward Points to pay for college! How you pay for college is your choice.


* SAGE Tuition Rewards is available for clients who wish to have Concordia implement investment advice through the Investment Management add-on