Payment Processing for Financial Advisors

Financial services are tightly restricted by processors. Square's terms prohibit insurance and other financial services, credit repair and debt collection, so this industry runs on Roots merchant accounts, including high-risk placements.
Talk to an advisory firm payments specialistPartner with Roots
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Transfer initiated

$4,250.00 · ref ACH-7731

Payment solutions for financial advisors & financial services

How these solutions work for financial advisors & financial services

See what each option adds to the way your business takes and tracks payments.

ACH Payments

For financial advisors & financial services: Offer bank-account payments for advisory fees and financial-service invoices, with authorization and invoice matching built into the workflow.
  • Set up authorization and verification
  • Configure payment pages and invoices
  • Handle returns and reporting
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✓

Transfer initiated

$4,250.00 · ref ACH-7731

Recurring Billing

For financial advisors & financial services: Schedule and manage payments for advisory retainers and recurring service fees, including renewals and customer account balances.
  • Draft authorization language for recurring charges
  • Set up schedules and retry rules
  • Connect billing to your software
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Merchant Account

For financial advisors & financial services: Arrange a processing account for advisory fees and financial-service invoices, with checkout methods matched to how customers pay.
  • Analyze your current statements and quote side by side
  • Prepare the underwriting package so approval moves quickly
  • Set up terminals, gateway and software connections
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Payment Gateway

For financial advisors & financial services: Connect online or remote checkout for advisory fees and financial-service invoices to a gateway that fits your business systems.
  • Map your checkout and billing flows
  • Configure fraud rules
  • Support your developers during integration
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Custom Payment Integration

For financial advisors & financial services: Connect the payment flow for advisory fees and financial-service invoices with your software and the operational records behind client account references, service invoices and fee records.
  • Scope integrations your software vendor supports
  • Build and test the connection
  • Keep sensitive data out of payment records
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Financial Advisors & Financial Services we set up and support

Financial Advisors & Financial Services payment questions

Start with the workflows your business needs. Options on this page include Financial Advisor ACH Payments, Financial Advisor Recurring Billing, Financial Advisor Credit Card Processing. Roots helps compare the setup, software and processing requirements around how you operate.
Yes. Bring your current POS, checkout or billing tools and recent processing statements. We review appointments, invoices, deposits and customer billing, then plan the changes your financial advisors & financial services business needs.
Request a quote for your business. The review covers your payment mix, locations, software, hardware recommendations and implementation work. Consultations and payment reviews are free.
Bring recent payment statements, the systems you use and a record of how a customer places an order, receives a service or pays a bill. Tell us which financial advisors & financial services workflows need to improve so we can scope a practical setup.

Payments for financial advisors & financial services, set up right

Talk to our sales team about your setup, or become a partner and bring us your merchants.
Talk to an advisory firm payments specialistPartner with Roots