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