Blue Trust ePayments

Please submit your ePayments request below

Please do not enter any payment information in this form.

"*" indicates required fields

Client Name*

Client Number (if known)

Ex. ABC123; 12345; A_BCD001 - etc.

Email Address*

Blue Trust Advisor or Location*

What do you need help with today?*

Additional Information

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*Blue Trust E-Payment Disclosures

Helpful Resources

How to Enter ACH Payment Information

How to Enter Credit Card Information

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 will 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 to make those changes.

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.

**All financials are as of 6/30/24 and subject to change.

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