Subscription, Renewal and Refund Terms

Subscription and Payment

Advisor subscriptions are billed via Stripe. Essential is billed monthly or annually; White-Label is billed annually only. Vendor Basic accounts are free. There is no free trial. Fees are non-refundable except as required by law or as described in the Refunds and Cancellation section below.

• Essential (Advisor): $97/month or $970/year
• White-Label (Advisor): $4,970/year (annual only), includes 50 clients, then $100 per client per year
• Vendor Basic: Free
• Vendor Featured: $997/month
• Vendor Premier: $2,997/month

Automatic renewal. Paid subscriptions renew automatically for the same period, one month for a monthly plan or one year for an annual plan, until you cancel. On each renewal date we charge the payment method on file the price then in effect, plus any sales tax that applies. You can cancel online at any time from Billing in your account. Cancellation stops future charges. You keep access until the end of the period you have paid for, and we do not refund part of a period, except for the first-payment refund in the Refunds and Cancellation section below.

Additional clients. A White-Label subscription includes 50 clients. Each client above 50 is charged $100 per year. When a client is added, we charge the payment method on file the part of that year that remains, and at each renewal we charge the full year for the clients above 50 at that time, plus any sales tax that applies. A charge for an additional client is not refundable and is not credited if the client is later removed.

Taxes. Prices are before sales, use and similar taxes. Where tax applies to your location, we add it at checkout and on each renewal, and it appears on your invoice.

Price changes. We may change our prices. We will email the billing contact 30 days before a change takes effect. The new price applies from your first renewal on or after that date. If you do not want the new price, cancel before it takes effect.

Refunds and Cancellation

First-payment refund. Full refund of your first Essential payment within 30 days. This refund applies to the Essential plan only, which is billed monthly or annually. Payments for the White-Label plan, which is billed annually, are not refundable. The 30 days run from the date of the payment, and you can ask for the refund from Billing in your account. Asking for the refund also cancels your subscription right away. If an Essential renewal is also charged within those 30 days, we refund it too. Refunds are limited to one per business, and only a business's first payment ever qualifies. A business is the practice or firm that holds the account, including any other account it opens and any account paid with the same payment card. A first payment is the first charge a business ever pays for any advisor plan. It qualifies for this refund only if that charge was for the Essential plan. Later renewals, plan changes and a new subscription after you cancel are not first payments. The refund is for the amount charged, including any sales tax collected on that payment. This refund does not apply to Vendor Featured or Vendor Premier subscriptions.

Cancel online. You can cancel your subscription yourself at any time from your account billing settings. Cancellation stops future charges. Apart from the refund above, it does not refund amounts already paid.

Fees only. This refund policy concerns fees only. We make no promise about any tax, audit, or IRS outcome.

If you think a charge is a mistake, contact us through our Contact page before you dispute it with your bank, and we will review it.