How can I upgrade my plan from Basic to Professional?

The Professional Plan includes a much more guided and customized experience to help you achieve your financial goals. In addition to everything in the Basic Plan, you'll receive access to a personalized financial plan created specifically for you by a Certified Financial Planner, and unlimited access to ask them questions via email, so you can make every decision with confidence.

You'll also get access to Carry Self-Directed IRAs (Roth and Traditional) to open up access to alternative asset investing through your IRAs.

To upgrade, you'll only need to pay the difference in cost between the two plans. The Basic Plan costs $299/year and the Professional Plan costs $499/year. You'll only need to pay the difference of $200 to upgrade.

How to upgrade

To upgrade, you can contact our support at any time through live chat or by emailing For manual upgrading, you can log into your account and head over to and click Billing to view options on how to manually upgrade your account from Basic to Pro.