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