Welcome to Planswell!

Please follow the three steps below to get started
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1. Meet your account manager

Schedule a quick, 30-minute kickoff with your Account Manager. Instead of a generic video, you'll get a personalized walkthrough and expert insights to ensure you start strong and get the absolute most value out of Planswell.  Meet Your Account Manager

 

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2. Log In
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3. Get your link

Retrieve your unique referral link any time by navigating to "My Profile" after logging in.
If you'd like to customize your referral link, please let us know within 48 hours of enrolling with Planswell. (We're unable to change your link after you receive households.)

Getting started

Next Steps:

Welcome to the Next Phase of Onboarding with Planswell!

You've made a great choice by joining the Planswell Platform, and now it's time to harness the full power of our innovative tools. To ensure a seamless and effective integration into our system, we've crafted a checklist of best practices. This checklist is your roadmap to success, ensuring every aspect of your account is set up accurately and efficiently.

Moving forward, you'll have access to a treasure trove of resources and continuous expert support, ensuring you're always ahead of the curve. This is more than just onboarding; it's the beginning of a transformative journey in financial planning.

Get set to elevate your services and make a lasting impact with Planswell. Here's to making every financial plan more effective, efficient, and empowering – for you and your clients. Let’s make it happen! 🚀🌟

 

 

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