If your Builder Pro access comes from an advisor-assigned seat, your access is tied to your advisor's account. This article explains what happens if that seat is removed or expires.
Why Seats Can Expire
An advisor-assigned seat can end for several reasons:
- Your advisor cancels their Policy Stack Advisor subscription
- Your advisor removes you from their client list
- Your advisor's payment method fails and their account lapses
- Your advisor's subscription tier changes and no longer includes your seat
In any of these cases, your seat expires.
The 7-Day Transition
When an advisor ends or loses your seat, you keep Builder Pro access during a 7-day transition window.
During the transition:
- Your account continues to operate as full Builder Pro
- The Builder Pro features already available to your account remain accessible
- You receive a notification in the app and by email explaining that your seat has expired
- The notification includes the self-pay path and a 20% annual Builder Pro transition coupon
The transition email goes to the address associated with your Policy Stack account. You can also see the access notice in Settings → Billing.