Activating or Upgrading Your Subscription
Steps to upgrade from one license tier to another.
Steps to upgrade from one license tier to another.
Add Health+ to your subscription to seamlessly calculate highly personalized Social Security claiming scenarios and healthcare spending estimates in client plans.
Update the payment method on file for your subscription.
Steps to update or reset your password.
Set up Multi-Factor Authentication to better secure your account.
Set your time zone for accurate date stamps on plan notes.
Try out features that are still in the testing phase before deployment.
Synopsis of new features and updates to the system with links to associated articles.