Upgrade Nudge for Connected Clients
A connected client is on their own plan — Starter (free) or Builder Pro (self-paid). If you want to give them Builder Pro access through your advisor account, you can assign them a seat at any time.
Why You Might Want to Upgrade a Connected Client
A client on the Starter plan has one editable policy with policy loans, no assets or goals, Help Mode, no AI Insights, and the Policy Loan Repayment Modeler. Builder Pro unlocks the additional records and tools described in the seat-assignment confirmation.
You have two options:
- Assign them a seat — you cover their Builder Pro access as part of your advisor relationship
- Encourage them to self-subscribe — they sign up for Builder Pro on their own
A connected client who self-subscribes to Builder Pro costs you nothing. Their connection to your account remains and your access level stays whatever the client granted: read/write or read-only.
Assigning a Seat to an Already-Connected Client
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Open your advisor dashboard and navigate to the Clients section.
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Locate the connected client you want to seat. They will show a "Connected" badge but no "Seated" badge.
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Click the client's row to open their detail panel.
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Click Assign Seat. If this takes you into overflow, you are shown the additional cost before confirming.
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Confirm the seat assignment. The client's account upgrades to Builder Pro immediately.
The client receives an email notifying them that their advisor has provided Builder Pro access. The upgrade is instant.
Sharing a Self-Upgrade Link
If you prefer the client subscribe on their own, you can share a direct link to the Builder Pro upgrade page. This is available in the client's detail panel under Share Upgrade Link.
If a client upgrades to Builder Pro on their own, their connection to your advisor account is unaffected. You keep the access level they granted and they pay their own subscription fee.
Checking Current Client Plan Status
Your Clients list shows each client's current plan alongside their connection and seat status. Use this view to quickly identify which connected clients are still on Starter and decide whether to assign seats or encourage self-upgrading.