How can I pay my annual AET account fee? – IRA Central

Paying your annual account fee at American Estate & Trust (AET) is a straightforward process through the online portal. Here’s how you can complete the payment:

1. Login to Your Online Portal

Access your AET account by logging into the online portal. Once logged in, you will be directed to your dashboard.

2. View Outstanding Invoices

From the Dashboard, select the “Invoices” tab. You will be presented with a list of all outstanding invoices related to your account.

3. Pay Outstanding Fees

Next to the invoice you wish to pay, click on “Make Payment.”

4. Choose Payment Method

If You Have a Linked Credit Card: Select your existing credit card from the “Payment Source” drop-down menu.
If You Need to Add a New Credit Card: Click “Link Credit Card,” input your card information, and click “Submit.”

5. Select Payment Option

Choose “Current Balance” to pay the full outstanding balance due, or
Select “Custom” if you prefer to place a credit on the invoice to account for future fees or the Minimum Balance Requirement ($325).

6. Enter Payment Details

Enter the payment amount (numerals only; no dollar signs) and click “Pay” to finalize the transaction.

7. Changing the Payment Source

If you wish to change your payment source (from your IRA account balance to a credit card, or vice versa), follow these steps:

Navigate to your Profile and then go to Invoices.
Select Change under the Payment Source section.
Verify the correct account is selected.
Choose between “Pay from Credit Card” or “Pay from Total Cash.”
Click Submit to update your payment method.

This allows you to easily manage your payment preferences for future fees.