Set up your practice, connect clients, and learn the platform
Your practice management hub inside Policy Stack
Step-by-step advisor onboarding from sign-up to first client
Everything to complete before going live with clients
How the context toggle works
Build your public presence on the Policy Stack directory
Practice Solo, Practice 10, Practice 25, and Practice 50 — what is included at each level
Everything you need to know about your trial period
Every advisor gets Builder Pro for their own banking system
How to share your unique sign-up URL with prospective clients
Earn credits toward your subscription through referrals
The path from consumer to advisor
What each section of the practice dashboard shows you
Step-by-step guide to connecting or seating a client
A tour of every settings page and what it controls
Guide your client from invitation to first dashboard view
Bring your book of business into Policy Stack with the 4-step import wizard
From the practice wizard to your dashboard — what happens at each step
Your trial includes your full tier seat allowance from day one — no reduced cap