To subscribe to the tool, follow these steps:
You can benefit from a 7-day free trial for your first use of the Wealthscope tool.
How can I access the Wealthscope tool?
WealthScope is accessible from the dropdown list under the Market tab in the transactional platform.
How does billing work for the Wealthscope tool?
The free period ends at 11:59pm on the day before the renewal date. If the client cancels after midnight the day of the renewal date, their subscription cycle will be extended by one year and they will be billed. The annual fee will be debited from your brokerage account on the date indicated at the time of subscription. If you cancel your subscription before this date, no fees will be charged. For more information, consult Wealthscope: an investment analysis tool | NBDB
How can I unsubscribe from Wealthscope?
After canceling your subscription, you will continue to have access to your current plan until the expiration date displayed on the Wealthscope page under the Subscriptions tab in your profile.