Overview
This article explains how to access and download your invoice from your Adviser CE account. Follow the steps below to quickly locate and download your invoices.
Step 1: Log In to Adviser CE
Click Sign In in the top-right corner of the page
Enter:
The email address you used to enroll in your courses
The password you created during enrollment
Click Sign In
You will be directed to your Adviser CE dashboard.
Step 2: Open Your Account Settings
In the top-right corner of the dashboard, locate your profile name
Hover over your profile name to open the dropdown menu
Select My Account from the dropdown
Step 3: Navigate to Invoices
Within My Account, look to the left-hand menu
Click on Invoices to view your orders and download your invoice for recordkeeping, reimbursement, or compliance purposes
Click Download PDF beside your desired invoice
Invoices are available any time after your purchase is completed.
Tips & Best Practices
Download and save a copy of your invoice for your records
Use invoices for employer reimbursement or expense reporting, if applicable
If you have multiple purchases, be sure to select the correct order
Need Help?
If you have trouble logging in, accessing your courses, or confirming completion, please contact the Adviser CE support team for assistance at [email protected].