Keep on top of your finances with our billing and payment section in your dashboard, selecting historical invoices from any date range and viewing or downloading invoices.
You can access this by logging into your adviser dashboard and selecting the Billing and Payment section.
View your current plan, payment method and billing period.
Change payment details
Make changes to your billing date, payment method or contact email by selecting Change payment details within Your plan to amend payment details or change contact email.
Invoices and Payment history
Select ‘Invoices and Payment history’ to view all subscription and enquiry billing details. You can search by any date range and view and download all invoices.