Paying for your inStream License


Paying for your seat in the Advisor Role

1. Login as Advisor to pay for your seat.

2. Click on the link to purchase a seat.  


3. Fill out the number of seats you wish to purchase and enter in any coupon code you may have received.  Finally, click update price to see your inStream subscription amount.

4. Next, fill out your credit card information and address information.

5. You will receive an order confirmation to confirm your seat purchase.

6. Finally, contact your firm administrator so they can assign your seat to activate your access to inStream.

Paying for your seat in the Administrator Role

1. Login as Administrator to buy more seats.

2. Click on the Payments tab.

3. Click “Buy More Seats” and enter the applicable information.


3. Once payment has been entered, you need to assign the seats to the user by selecting “Assign Seats”  and clicking "Add" as shown below:


Note: If you do not assign the new seat, the new user will receive an inactive subscription message and not be able to use inStream until their seat is assigned.




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