Finding receipt and payment history for my Toolkit purchases

Whether you are purchasing for the first time or your subscription has automatically renewed, a receipt for transactions can be obtained in the Toolkit. Please note that only the billing and user administrator will be able to view/print the receipts - other users on the account will not have access to this information.

 1.) Login and access the Toolkit for Advisors by clicking one of the "Quick Links" i.e. My Clients.

 

 

2.) Now that you are in the Toolkit, access the account admin area which is displayed at the top right corner of your page.

 

 

3.) Select Payment History.

 

 

 4.) Select the receipt and print if needed.

Have more questions? Submit a request