If you’re enjoying your Free Trial and want to continue using it for your clients onboarding, you can guarantee you won’t lose access to the system by adding a payment method.
1. Start by clicking on your name in the top right corner of the page and go to ’Settings’, on the left side of the page go to the ‘Payments’ section and click it.
2. Now you’ll just need to click ‘Add credit card’ and insert your credit card information.
3. Once you’re done, click ‘Pay’ and you’ll be able to continue managing your clients' onboarding as well as having access to their data.
You now have complete freedom to use Advicefront, giving your clients an engaging and meaningful solution that brings adviser and investor closer together.
Hope you enjoy!