How to Become an Advisor on Policy Stack

If You Already Have a Consumer Account

If you already use Policy Stack as a consumer:

• Your existing policies, snapshots, and data remain intact
• Your consumer account becomes the Personal context within your advisor account
• You gain access to the Advisor context with practice management tools
• Your personal data and client data are completely separate

What Happens Next

After signing up:

1. Complete the Launch Checklist to prepare your practice
2. Read Your First 30 Minutes for a guided walkthrough
3. Invite your first client — either as a connection (free data sharing) or a seated client (you cover their subscription)

Advisor Subscription and Consumer Subscription

Your advisor subscription replaces the need for a separate consumer subscription. Every advisor tier includes personal Builder Pro access. If you were previously paying for Builder Pro as a consumer, that charge is absorbed into your advisor subscription.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.