Every new advisor account starts with a 30-day free trial. During your trial, you have full access to all advisor features at your selected tier level.
What Is Included
During the trial:
- Paid-tier feature access — the generally available CRM, pipeline, analytics, and scenario features for the selected Practice tier are active; preview-only tools remain allowlisted
- Seat allocation active — you can invite and seat clients immediately
- Directory listing live — your profile appears in the advisor directory (once your profile is complete)
- Personal Builder Pro — your own consumer-side Builder Pro access is active
What Happens on Day 30
At the end of your trial:
- If you enter payment details before day 30, your subscription begins automatically. No interruption.
- If you do not enter payment details, your account enters a paused state:
- You retain read-only access to your advisor dashboard
- Assigned client seats end; affected clients keep Builder Pro for a 7-day transition before continuing on Starter unless another access source takes over
- Connected clients remain connected — the data-sharing relationship is not affected
- Your directory listing is hidden until you subscribe
Enter your payment details early to avoid any interruption for your seated clients. You will not be charged until the trial ends.
Choosing Your Tier During Trial
You select your tier when you sign up. You can change tiers at any time during the trial without restarting the trial period. The 30-day clock starts from your initial sign-up date regardless of tier changes.
After the Trial
Once your subscription is active, billing follows standard monthly or annual cycles. See Advisor Tiers Explained for details on what each tier includes.