Instructions

Wealthcare uses a third-party provider, MoonClerk, to process your credit card payments. The third-party provider allows you to control the payment process independently. The email address you provide the third-party provider will be used by them to provide you with receipts and account access.

After signing an Investment Management and Financial Planning agreement, you will work with Wealthcare to determine the Assets Under Advisement fee and Financial Planning fee. Once those fees are determined and communicated, please use this webpage to submit payment via credit card.