Blue Trust ePayments
If you previously paid your financial planning fees by check, you now have the option to pay your financial planning fees by either credit card or ACH from your bank account (similar to an e-check).
Any Investment Management fees set to be directly debited from your investment management account will remain the same.
Please use the form below to submit a request to our ePayments Team. The following options are available:
- Sign up to pay your financial planning fees by credit card or ACH automatically
- Replace/update your default pay method on file
- Make a one-time payment for open invoices using your pay method on file
- Opt-out of recurring payments and delete your default pay method on file
Please update all fields in the form with the required information. Please do not enter any payment information into the form. We will review your request and respond with further instructions.
If you have any questions about ePayments, please reach out to your advisor.
Submit Your ePayment Request
Helpful Resources
Important Details about Payment Service:
*Blue Trust utilizes the services of iSolutions Payments, LLC (“iSolutions”), a third-party payment processor, to allow clients to make electronic payments for financial planning fees through the iSolutions iPayments platform.
Please note that the iSolutions privacy policy will apply to confidential information which you store on the iPayments platform. Payments made using iPayments may be made either by the use of credit card or ACH.
A 3% convenience fee will be added by iSolutions to all processed credit card transactions, however no additional fee will be added to ACH transactions.
Once you have entered your payment instructions into the iPayments platform, your financial planning fees will be automatically charged to your credit card or drafted from your bank account on a recurring basis on or near the middle of the first month of the billing cycle (January, April, July, and October).
You may receive a quarterly email notification reminding you to review your invoice in the Blue Trust client portal in advance of the payment draft.
Entering your payment information into the iPayment platform is a one-time set up process and your payment details will be saved to your iSolutions profile, but will not be accessible by Blue Trust.
Should you need to update or change your payment instructions, please email epayments@bluetrust.com and a new link will be sent to you allowing you to make those changes.
