To sign up for a subscription pricing plan, click the 'get started' button, above, and you will be directed to our sign-up page. Simply pick the plan that is right for you to begin.

A credit card is preferred but other forms of payment can be accepted if arranged in advance.

Simply navigate to your account settings at the top right of your dashboard. Select 'Account' from the dropdown list. From there you will be able to manage your subscription. Please note that if you cancel your account and want to sign up again at a later date, you will have to pay the implementation fee again upon signup.

Your subscription will be automatically renewed for the next billing cycle. If you would like to cancel your subscription, you will need to do that before the next billing cycle as not to get charged. To learn how to cancel your subscription, see above.

Trustate's plans are flexible and will allow you to adjust your plan to better suit your changing needs. If you have paid in advance for an annual plan and wish to upgrade, please reach out to a Trustate team member who can help adjust your plan..

The implementation fee covers the costs of logistically adding a firm to our platform, and the technology costs to upkeep that firm in our system, as well as the live support and onboarding and training sessions we conduct with all new firms on the platform.