Either you or your client can pay for a plan. You choose who pays once the plan is complete.
Advisor Pays
Click Continue Plan Checkout and pay with a card on file (including your firm’s or Enterprise’s saved card), ACH on file, another card, or your prepaid plans.
Client Pays
Open Client Access → Send plan to client and turn on Enable client payment. Your client reviews the plan, confirms it, and pays by card.
Note: Your client pays by entering a card. Saved cards, ACH, and prepaid plans you bought in advance aren’t available on the client payment page.
A Note for Enterprise Firms
If your firm is set up as an Enterprise Firm, your firm’s Checkout Policy decides who can pay for plans:
Unrestricted: You can pay at checkout, or send the plan to your client with payment included.
Advisor Pays Only: The advisor pays for every plan at checkout.
Client Pays Only: Every plan is set up for the client to pay. Client payment is always on for these plans. Prepaid plans can’t be used on these plans.
Note: All other firms have an Unrestricted Checkout Policy.
See Creating a Plan: Client Access, Approval, and Payment Options to learn more about involving your client and checking out.