ACCOUNT & BILLING

Redeeming a Coupon

If your advisor has given you a coupon code, you can redeem it to unlock a paid plan without paying directly.

How to redeem

1 Go to Plans & Pricing

Find the coupon entry field on the pricing page in your portal.

2 Enter your code

Codes aren't case-sensitive.

3 Done

Once accepted, your account is upgraded to the plan tied to that code — typically for a full year.

Each coupon code can only be redeemed once per account. If a code shows as invalid or already used, double-check for typos, or reach out to your advisor for a fresh one.