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Quovo - Purchasing a Quovo license

Account aggregation through Quovo is an easier and more efficient way of gathering your client's account data and using it within inStream's planning technology.  To get started, please follow the steps below to learn how to purchase a Quovo license. 

Purchasing a license as an Advisor

  1. Login as an Advisor
  2. Select Subscription from the drop down subscription1.jpg
  3. Click on Account Aggregation
  4. Agree to the Terms and ConditionsAdvisor_AccAgg1.jpg
  5. Select / Input credit card information
  6. You will get a receipt to your email

 

Purchasing a license as an Administrator

  1. Login as an Administrator
  2. Go to Payments
  3. Click on Account Aggregation
  4. Select the advisor(s) you want to have account aggregation by selecting the Add button next to their name.  Click Next to continue.
    Admin_Agg1.jpg
  5. Agree to the Terms and Conditions
  6. Select / Input credit card information
  7. You will get a receipt to your email
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