Apr <var data-var='date'> 6</var>, <var data-var='time'>09:56</var> MDT Resolved - An anti-fraud measure that resulted in clients being unable to manually enter bank account information for future-due subscriptions without upfront payments has been resolved.

Manual Bank Account Entry Availability

Apr <var data-var='date'> 1</var>, <var data-var='time'>21:01</var> MDT Completed - The scheduled maintenance has been completed.Apr <var data-var='date'> 1</var>, <var data-var='time'>20:48</var> MDT Scheduled - Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app. 1. Minor internal changes. The next AdvicePay release is scheduled for 04/08/2026.

Release 4/1/2026

Mar <var data-var='date'>25</var>, <var data-var='time'>22:46</var> MDT Completed - The scheduled maintenance has been completed.Mar <var data-var='date'>25</var>, <var data-var='time'>23:00</var> MDT Scheduled - Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app. 1. New granular permission settings allow Account Owners to restrict who can add invoices to existing engagements, ensuring only the right team members are managing firm billing. Head over to your Engagement Workflow Setup. If you have office access enabled, you’ll see a new question: "Which users are allowed to add new invoices to existing engagements?" You can choose Everyone, Account Owners and Admins ONLY, or None. Once saved, the "Add Invoice" button will automatically appear or disappear for users based on the rules you’ve set! The next AdvicePay release is scheduled for 04/01/2026.

Release 03/25/2026

Mar <var data-var='date'>18</var>, <var data-var='time'>23:46</var> MDT Completed - The scheduled maintenance has been completed.Mar <var data-var='date'>18</var>, <var data-var='time'>23:17</var> MDT Scheduled - Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app. 1. ESign users can now track whether signatures were completed digitally or via physical upload, providing clearer insights and compliance oversight for every signer. 2. Signature method metadata is now available for all agreements, allowing teams to instantly distinguish between eSign and physical uploads for faster compliance workflows and better record-keeping. The next AdvicePay release is scheduled for 03/25/2026.

Release 03/18/2026

Mar <var data-var='date'>11</var>, <var data-var='time'>23:31</var> MDT Completed - The scheduled maintenance has been completed.Mar <var data-var='date'>11</var>, <var data-var='time'>22:42</var> MDT Scheduled - Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app. 1. We’ve smoothed out an issue that was preventing some scheduled invoice emails from reaching their destination. If you set up a subscription without an upfront payment, rest assured that your future invoice notifications will now land in inboxes exactly when they should. 2. We updated the API documentation on the AdvicePay website to accurately reflect that we do not paginate results in the Engagement Summary. The next AdvicePay release is scheduled for 03/18/2026

Release 03/11/2026

Mar <var data-var='date'> 4</var>, <var data-var='time'>21:01</var> MST Completed - The scheduled maintenance has been completed.Mar <var data-var='date'> 4</var>, <var data-var='time'>20:22</var> MST Scheduled - Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app. 1. To prevent system congestion and ensure fair access to resources, we are implementing a standard rate limit for our public-facing API. The Limit: 10 requests per second per IP address. The Benefit: This change protects the platform against accidental loops or excessive traffic, ensuring that your integrations remains fast and responsive. 2. Deliverables with custom questions now include an automatic fallback that generates a standalone PDF of answers if a file merge fails, ensuring critical data and uploaded evidence are always preserved. The next AdvicePay release is scheduled for 03/11/2026.

Release 03/04/2026

Feb <var data-var='date'>25</var>, <var data-var='time'>20:31</var> MST Completed - The scheduled maintenance has been completed.Feb <var data-var='date'>25</var>, <var data-var='time'>20:25</var> MST Scheduled - Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app. 1. Minor internal changes. The next AdvicePay release is scheduled for 3/4/2026.

Release 2/25/2026

Feb <var data-var='date'>18</var>, <var data-var='time'>20:21</var> MST Completed - The scheduled maintenance has been completed.Feb <var data-var='date'>18</var>, <var data-var='time'>20:15</var> MST Scheduled - Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app. 1. Office Insights: Reports Just Got More Detailed! We are making it easier for Enterprise firms to keep track of their organizational structure. The "Office Name" column is now a permanent fixture on your data exports, ensuring you always know which office a transaction or record belongs to without any extra setup. 2. New support for external engagement IDs in bulk uploads allows for seamless data mapping between AdvicePay and outside systems, eliminating manual entry and keeping records perfectly synchronized. When you visit the Bulk Upload Client screen, simply download the latest import template. You’ll notice a shiny new column labeled externalEngagementID right next to the Engagement column. Fill it out with your specific IDs (or leave it blank if you don't need them!), upload your file, and we will take care of the rest. If an ID is already tied to a different client, we’ll even give you a heads-up so your data stays organized and accurate. The next AdvicePay release is scheduled for 2/25/2026.

Release 2/18/2026

Feb <var data-var='date'>11</var>, <var data-var='time'>20:46</var> MST Completed - The scheduled maintenance has been completed.Feb <var data-var='date'>11</var>, <var data-var='time'>20:34</var> MST Scheduled - Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app. 1. We have officially retired the old Invoice Approvals section from Firm Settings. Since these tools found a better, more logical home in Engagement Settings a while back, we decided it was time to clear out the "we’ve moved" signs and make things look a little sharper. 2. Custom deliverable PDFs have been enhanced to ensure that file uploads and custom questions merge seamlessly, providing a more reliable experience when documenting your client work. Simply attach your files and answer your custom questions as usual. If you happen to encounter a rare file that doesn't want to play nice with others, AdvicePay will ensure your custom question responses are still safely generated in a PDF so your work is never lost. 3. Professional Home Office Admins can now seamlessly edit email addresses for No-Login Advisors, ensuring consistent profile management and data accuracy across the platform. The next AdvicePay release is scheduled for 2/18/2026.

Release 2/11/2026

Feb <var data-var='date'> 5</var>, <var data-var='time'>18:31</var> MST Completed - The scheduled maintenance has been completed.Feb <var data-var='date'> 5</var>, <var data-var='time'>18:25</var> MST Scheduled - Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app. 1. We have polished our search filters to ensure they cover every inch of ground you expect. Previously, searching for a specific date range or dollar limit might have accidentally skipped the exact number or date on the edge of your search. We have updated the tool to make sure it includes the exact boundaries you type in, so nothing gets left behind. The next AdvicePay release is scheduled for 2/11/2026.

Release 2/5/2026

Jan <var data-var='date'>28</var>, <var data-var='time'>22:01</var> MST Completed - The scheduled maintenance has been completed.Jan <var data-var='date'>28</var>, <var data-var='time'>21:01</var> MST Scheduled - Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app. 1. We have moved the "Projected Subscription Value" display on the review page directly into the Subscription section, preventing confusion between new subscription totals and overall engagement totals. 2. We have cleaned up Subscription Reports to ensure canceled or completed subscriptions no longer display a confusing "Next Bill Date," making it easier to manage renewals and audit your accounts. 3. We understand that sometimes getting the paperwork signed is the only goal. You can now create specific Engagement workflows with a $0 Total Engagement Fee (TEF). This is perfect for those moments when you need an official eSignature but do not need to collect a payment right away. 4. We have polished the "Select a Client" dropdown menu to make starting a new invoice or engagement easier. Previously, typing a name into the search bar could trigger a confusing option to "create a tag" or close the menu unexpectedly. We have cleared up that confusion so the tool focuses entirely on finding the people you need. The next AdvicePay release is scheduled for 02/04/2026.

Release 01/28/2026

Jan <var data-var='date'>15</var>, <var data-var='time'>00:16</var> MST Completed - The scheduled maintenance has been completed.Jan <var data-var='date'>14</var>, <var data-var='time'>23:31</var> MST Scheduled - Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app. 1. We added some clarifications on the Review and Confirm page for invoices that more clearly shows how much of an Engagement Fee dollar amount has been invoiced/paid and how much is remaining available for future payments. The next AdvicePay release is scheduled for 01/28/2026.

Release 01/14/2026

Jan <var data-var='date'> 7</var>, <var data-var='time'>21:01</var> MST Completed - The scheduled maintenance has been completed.Jan <var data-var='date'> 7</var>, <var data-var='time'>19:39</var> MST Scheduled - Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app. 1. Engagements: A user exporting from the engagements table will first be prompted to select a date range (filtering on created date), before the file is generated. If the time period selected is greater than 90 days, or the user selects “All Engagements”, the report will not download to the browser but will be sent to the user’s email. These changes have been implemented to improve report performance. The next AdvicePay release is scheduled for 01/14/2026.

Release 01/07/2026

Dec <var data-var='date'>17</var>, <var data-var='time'>23:31</var> MST Completed - The scheduled maintenance has been completed.Dec <var data-var='date'>17</var>, <var data-var='time'>22:29</var> MST Scheduled - Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app. 1. eSign: Firms now have the ability to restrict the option to “Edit and Send” eSign documents, which is currently enabled for Enterprises integrated with Docusign. The new setting can be found in Firm Settings → eSignature → "Enable Edit & Send Document”. For firms currently integrated with Docusign the new setting defaults to “On”, which means no change to the advisor experience upon release. 2. Approvals: Approvals that are created due to a fee change are now displayed in the Approvals table and reports with the type “Fee Change”. The next AdvicePay release is schedule for 01/07/2026.

Release 12/17/2025

Dec <var data-var='date'>10</var>, <var data-var='time'>19:01</var> MST Completed - The scheduled maintenance has been completed.Dec <var data-var='date'>10</var>, <var data-var='time'>18:37</var> MST Scheduled - Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app. 1. API: Added additional filtering options to the public API — “updated_before” and “updated_after”. These new parameters are available for Subscriptions, Advisors, Admins, Clients, Engagements, and Engagement Summary endpoints. The next AdvicePay release is scheduled for 12/17/2025.

Release 12/10/2025

Nov <var data-var='date'>19</var>, <var data-var='time'>20:31</var> MST Completed - The scheduled maintenance has been completed.Nov <var data-var='date'>19</var>, <var data-var='time'>19:49</var> MST Scheduled - Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app. 1. Check Payment Method: HO can now allow advisors to configure their own check payment instructions if desired. The next AdvicePay release is scheduled for 12/10/2025.

Release 11/19/2025

Nov <var data-var='date'>12</var>, <var data-var='time'>21:01</var> MST Completed - The scheduled maintenance has been completed.Nov <var data-var='date'>12</var>, <var data-var='time'>19:49</var> MST Scheduled - Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app. 1. MFA: Final MFA sweep — all AdvicePay accounts now require MFA The next AdvicePay release is scheduled for 11/19/2025.

Release 11/12/2025

Nov <var data-var='date'> 5</var>, <var data-var='time'>20:31</var> MST Completed - The scheduled maintenance has been completed.Nov <var data-var='date'> 5</var>, <var data-var='time'>19:27</var> MST Scheduled - Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app. 1. Audit Log: Fixed an issue where the audit log export was not aligned with filters applied to the audit log. 2. Approvals: Fixed an issue where rejection notes were not being included on the rejection email. 3. Clients Export: Two new fields have been added to the clients export — “AP Client ID” (the incrementing ID of the client which is the current AdvicePay unique identifier), and “AP Public ID” (the client CUID which is the future AdvicePay unique identifier). 4. Engagements: Engagement workflows now populate the workflow dropdown in alphabetical order. The next AdvicePay release is scheduled for 11/12/2025.

Release 11/05/2025

Oct <var data-var='date'>20</var>, <var data-var='time'>19:32</var> MDT Resolved - This incident has been resolved.Oct <var data-var='date'>20</var>, <var data-var='time'>09:41</var> MDT Investigating - We’re currently experiencing partial disruption due to a widespread AWS outage affecting several third-party services and integrations. Our core platform remains accessible, but some connected features may be slow or temporarily unavailable. Please also note that response times from our Support team may be delayed as a result of this outage. We’re monitoring the situation closely and will provide updates as AWS restores services. Thank you for your patience.

Service Notice: AWS Outage Impact

Oct <var data-var='date'>15</var>, <var data-var='time'>21:46</var> MDT Completed - The scheduled maintenance has been completed.Oct <var data-var='date'>15</var>, <var data-var='time'>20:44</var> MDT Scheduled - Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app. 1. eSign: Fixed an issue that prevented the upfront invoice due date pre-fill value from pre-filling on Docusign. The next AdvicePay release is scheduled for 11/05/2025.

Release 10/15/2025

Oct <var data-var='date'> 8</var>, <var data-var='time'>21:16</var> MDT Completed - The scheduled maintenance has been completed.Oct <var data-var='date'> 8</var>, <var data-var='time'>21:03</var> MDT Scheduled - Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app. 1. eSign: Workflows are now supported that include a document and invoice/subscription, but do not have a client signer. This can only be done through intentionally creating esign templates without a client signer. 2. Invoices: Fixed an issue causing all invoices to be downloaded instead of only the filtered results. The next AdvicePay release is scheduled for 10/15/2025.

Release 10/8/2025

Oct <var data-var='date'> 1</var>, <var data-var='time'>21:11</var> MDT Completed - The scheduled maintenance has been completed.Oct <var data-var='date'> 1</var>, <var data-var='time'>20:59</var> MDT Scheduled - Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app. 1. Engagements: Fixed an issue preventing some user types from being able to export Engagement reports. The next AdvicePay release is scheduled for 10/8/2025.

Release 10/1/2025

Sep <var data-var='date'>24</var>, <var data-var='time'>20:46</var> MDT Completed - The scheduled maintenance has been completed.Sep <var data-var='date'>24</var>, <var data-var='time'>19:59</var> MDT Scheduled - Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app. 1. Audit Log: Fixed an issue where the exported log file was blank. The next AdvicePay release is scheduled for 10/01/2025.

Release 09/24/2025

Sep <var data-var='date'>17</var>, <var data-var='time'>23:31</var> MDT Completed - The scheduled maintenance has been completed.Sep <var data-var='date'>17</var>, <var data-var='time'>22:46</var> MDT Scheduled - Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app. 1. Minor internal changes. The next AdvicePay release is scheduled for 09/24/2025.

Release 09/27/2025

Sep <var data-var='date'>14</var>, <var data-var='time'>00:49</var> MDT Completed - The scheduled maintenance has been completed.Sep <var data-var='date'>14</var>, <var data-var='time'>00:00</var> MDT In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.Sep <var data-var='date'> 2</var>, <var data-var='time'>11:43</var> MDT Scheduled - We will undergo scheduled downtime for infrastructure maintenance from 12:00am MDT to 1:00am MDT on Sunday, 9/14/2025.

Is AdvicePay down?

AdvicePay status is UP

Lastest published events

Manual Bank Account Entry Availability

Release 4/1/2026

Release 03/25/2026

AdvicePay Services, Components and Regions

Recent AdvicePay events

Manual Bank Account Entry Availability

Release 4/1/2026

Release 03/25/2026

Release 03/18/2026

Release 03/11/2026

Release 03/04/2026

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Is AdvicePay down?

AdvicePay status is UP

Lastest published events

Manual Bank Account Entry Availability

Release 4/1/2026

Release 03/25/2026

AdvicePay Services, Components and Regions

Recent AdvicePay events

Manual Bank Account Entry Availability

Release 4/1/2026

Release 03/25/2026

Release 03/18/2026

Release 03/11/2026

Release 03/04/2026

Get your FREE account now,5 monitors included!

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5 monitors included!