Welcome to Planswell!

Please follow the three steps below to get started
achieving-success-screen
1.Register for Achieving Success with Co-Founders Eric & Scott

Choose one session within 7 days of when you expect to start receiving households. You'll learn how to get the most from Planswell with co-founders Eric Arnold and Scott Wetton.

Logging-in
2. Log In
  • Bookmark the Login Link:https://us.planswell.com/partner
  • Username: Your email address
  • Password: When you log in for the first time, you'll receive an email with a link to create your password. If you don’t see the email, click here
referral-code
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

Dive right in

You're now welcome to explore Advisor HQ and all of the materials we've created for you.

You may also share your unique link with anyone to build a plan under your account. When a new plan has been created with your link, you'll receive an email notification and it will appear in your client list on the platform.

Having trouble getting in? This 1-minute tour will walk you through logging in for the first time.