This SOP explains how to locate and manage billing settings for Schwab accounts at the account level in Advyzon. It guides team members through finding fee schedules, reviewing account fee assignments, and applying billing to accounts that are ready to bill.
1. Open Advyzon and access the billing area 0:11
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Log in to Advyzon.
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Click the nine-dot menu in the top-left corner.
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Select the Billing Center icon to review account fee setup
2. Navigate to settings and assignments 0:30
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From the left-hand navigation, go to Settings and Assignments.
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Click Settings to view the fee schedules configured under the account.
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Use this area to confirm what billing structures are already in place.
3. Review account fee assignments 0:54
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Open Account Fee Assignments to see the list of accounts.
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Review each account’s:
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Account number
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Individual/client name
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Billing settings
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Assignment status
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Check whether each account is marked as assigned or unassigned.
4. Apply billing to an account 1:15
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Locate the account in the Billing Status column.
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Click the Ready to Bill or yellow status button.
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Select the appropriate billing option for the account.
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Confirm the fee is applied correctly before saving.
5. Save the billing changes 1:47
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Click Save and Close after making the billing update.
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Wait for the confirmation message indicating the changes were saved successfully.
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Repeat the process for any additional accounts that need billing applied.
6. Use support when needed 2:12
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If you have questions or issues with fee schedules or billing setup, contact service@rossbyfinancial.com.
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Reach out for help if a client has signed the advisory agreement and the fee schedule needs to be applied.
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Use support as a backup for any billing concerns or account-level setup questions.
Cautionary Notes
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Billing setup is performed at the account level for Schwab accounts.
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Be careful to select the correct account before applying a fee schedule.
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Verify whether the account is already assigned or unassigned before making changes.
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Always confirm the save confirmation message before moving to the next account.
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If you are unsure about a fee schedule or billing status, contact support rather than guessing.
Tips for Efficiency
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Review all account fee assignments in one pass before making changes.
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Apply billing updates in batches to reduce the chance of missing an account.
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Keep the client’s advisory agreement and fee schedule handy while working.
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Use the billing status column as your primary checkpoint for identifying accounts that still need action.
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Save after each update to avoid losing changes.