Sign Up for an inStream Trial

Welcome to the inStream community!

Before you can begin to use inStream and start creating financial plans and reports for your clients, you need to register for a trial. You can find the signup page by going to our website and clicking on 30 Day Trial.


Once on the sign up page, fill in all the required information. After filling out the information, click Trial Registration.


Next, fill out the number of trial seats you'd like, your billing frequency if you choose to continue with inStream after your free 30 day trial and click the check box to agree to our terms and conditions.  If you have a coupon code you'd like to apply to your subscription you can enter it in the section called "CODE".

Next select update price and you can enter your credit card details to continue.


You will receive an order confirmation and a welcome email will be sent to you with your credentials and temporary password.

 DID YOU KNOW?  Our free trial includes all of our inStream feature, including integrations!  Take a look at our integration partners here

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