How to Sign Up, Start Your Trial, or Resubscribe

On desktop: Click Login in the top right corner.
On mobile devices: Tap the three horizontal lines (☰) in the top right corner, located next to the bright blue “Try for free” button, to open the menu. Then select Login.

Enter your email and password to sign in.
If you don’t remember your password, select Reset Password. You’ll receive instructions via email be sure to check your Spam or Junk folder.

Access the Dashboard

Once logged in, you’ll see an orange “Start Now” button click it.

Review Your Plan (Billing)

To get started:

Select the plan that best fits your needs. Use the light gray toggle in the top right corner to switch between Monthly or Yearly billing.

Once selected, click the blue “Choose [Plan]” button to proceed.

Free trial applies to new users only.

The next page will show the details of the plan.
Review options: monthly or yearly
Click Subscribe to continue.

Update Payment Details

You’ll be taken to the secure Stripe payment page.
Enter your payment information, and click Subscribe to activate your trial or subscription.

Please note: Your trial will begin immediately upon clicking Subscribe, starting from that exact date and time. If you are on a trial, ensure any adjustments are made beforehand to avoid charges.

If you have any questions, feel free to reach out to us at help@annuitiesgenius.com, use the chat feature within the software, or call us at (949) 600-7707.