Updating a firm's contact information and payment details, as well as upgrading tier level, are all forms of Account Maintenance that can be performed directly within PensionPro. This article discusses the methods by which a firm's PensionPro subscription can be managed at any time.
To access subscription and account settings for the firm, select User Profile > Account Maintenance at the top-right of the page. Account Maintenance will open in a corresponding tab.
Tier Availability: Track, Team, Business
Security Rights Required: Account Maintenance
The grid on the Subscription Information view displays the firm's next billing date, as well as the current number of active Plans that will be used to determine cost. Additionally, the firm's current PensionPro tier can be reviewed, along with any add-ons currently in effect.
To make changes, select Edit at the top-right of the grid; the Update Subscription Information window will display. Within the Update Subscription Information window, the Product Tier may be managed, and Add-Ons may be added as desired. Select the checkbox to agree to the Terms of Service, then select Save to confirm the changes.
The right side of the Update Subscription Information window contains pricing estimates that will update alongside any changes that are made. The number of Plans, as well as the User count for any relevant Add-Ons, may be adjusted to update the pricing information. Changes made to these counts are not saved and do not affect functionality. These figures are intended for estimation purposes only; actual costs may differ from what is shown.
The Contact Information view displays the firm's current Company Name, along with billing contact details, including address, phone number, and email.
To make changes, select Edit at the top-right of the grid to open the Update Contact Information window. When finished, select Save.
The grid on the Payment Information view will display the payment method that is currently in use.
To update the payment method, select Edit at the top-right of the grid; the Update Payment Information window will display. Payment Options are:
- Credit Card
- This includes PayPal, which can be chosen by selecting the button at the top of the credit card information form.
- Physical Check
Select Save to confirm the changes.