What is a Trial Account?

Creating a Trial Account
The trial accounts for our various desktop and online applications allow you to explore how they can help you, as either an Investor or Advisor, to create strong financial plans. You can use our quick and easy Retirement Planner to create a trial account, or use the longer Professional Wealth Manager. Simply go to the homepage and click on "Try Now".

Or, click on the "Sign up for a free secure account" link on the homepage, and link to the Professional Wealth Manager or Retirement Planner on the next screen.

Creating a User Account from Your Trial Account
Once you have completed the trial analysis, you can save your data by creating a user account and creating a user name and password. Click here for more information on user names and passwords.