Your trial includes your full tier seat allowance from day one — no reduced cap
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Your advisor trial includes your full tier's client seat allowance from day one. There is no reduced trial cap to work around — the seat count you see on signup is the seat count you can use immediately.
| Tier | Seats during trial | Seats after trial |
|---|---|---|
| Practice Solo | 0 (Solo includes no advisor-paid seats) | 0 |
| Practice 10 | 10 | 10 |
| Practice 25 | 25 | 25 |
| Practice 50 | 50 | 50 |
Practice Solo is an outlier — it includes zero client seats at any time, trial or otherwise. Solo is built for advisors whose connected clients self-pay for Builder Pro (or use the free Starter tier).
Overflow seat purchasing (Practice 10 and above, $16/seat/mo) is available the moment you need it — including during the trial. You don't need to wait for your trial to convert to add capacity beyond your included allowance.
If you cancel before the trial converts:
Do I need to do anything to unlock my full seat allowance? No. Your tier's full seat allowance is active from the moment your trial starts — there's nothing to convert or unlock.
Does my seat count change when the trial converts to a paid subscription? No. Billing switches from trial to paid, but your seat cap stays exactly where it already was.
Are overflow seats available during the trial? Yes — overflow seat purchasing (Practice 10 and above, $16/seat/mo) works the same during the trial as after conversion.
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.
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