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Frequently Asked Questions
What's included in the Free plan?
Everything you need to get started: the full calculator with all sections (Monte Carlo, stress tests, Roth conversions, SEPP/72t, ACA optimization), up to 2 saved clients, firm branding on the calculator, PDF reports with BridgeToFI branding, and shareable plan links.
What does Pro add?
Unlimited clients, full white-label branding (remove all BridgeToFI logos and branding), custom branded URL (yourfirm.bridgetofi.com), your firm logo and contact info on PDF reports and client views, custom welcome messages, custom footer with your legal/compliance links, and priority support.
Can I pay with ACH or bank transfer?
Yes. We accept credit/debit cards, ACH direct debit, bank transfers, Apple Pay, Cash App Pay, and more. ACH and bank transfers typically take 2-5 business days to clear, after which your Pro access activates automatically.
Can I cancel anytime?
Absolutely. There are no contracts or cancellation fees. You can cancel from the Manage Billing page inside your advisor portal, or contact us directly. Your Pro features remain active through the end of your billing period.
Is my payment information secure?
All payments are processed by Stripe, a PCI Level 1 certified payment processor (the highest level of certification). BridgeToFI never sees or stores your card number, bank details, or any payment credentials. Your financial data stays between you and Stripe.