We're excited you're ready to level up your business and empower more clients to make smart decisions with their equity. If you're on the freemium plan and ready to add more clients, this article is for you!

Here are the steps to upgrade your account:

1. From your portal, click on ACCOUNT

2. Click on Billing Info

3. From the Billing Info tab, you'll see the following:

4. Click on Choose Agent Partner to add in your billing information to officially be upgraded!