Adding Other Users to Your Account

Did you know that people like your partner/spouse or an administrative assistant can be given access to your account by setting them up with a separate login? 

These users can pay invoices and manage your billing accounts just like you can! They’ll also automatically receive all email notifications that you do.

To add one or more users, click the profile icon in the top-right corner of your screen and head to Account Settings > Account:

Click Add Login, enter their first name, last name, and email address, then click Done:

Your user(s):

  • Can make payments and cancel subscriptions
  • Can see all client contracts (but they can only sign contracts where they are a designated signee)
  • Will have their own Signatures page (when relevant) and show as a signee option to the advisor
  • Can edit their own name/email
  • Can adjust account-wide email notification preferences (meaning, changes they make will apply to emails you and all users receive) 
  • Can view/add/remove payment methods
  • Cannot manage additional logins

Note: Your advisor can see the names and emails of any users you’ve added, but they cannot change/delete them.

To remove a user’s access and delete them from AdvicePay, click Remove Login under their details on your Profile:

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