FAQ's

How do I cancel my subscription?

What is a RFP? Is that a job board?

What is the cancellation policy?

Do I get refunded if I cancel my subscription?

Will I still have access to my account after I cancel my subscription?

Which membership plan level should I sign up for?

Do you take checks?

Does the system send out invoices to my clients?

Can I download reports for accounting and tax purposes?

Will I receive a 1099 at the end of the year?

Can you sign me up for the system?

Can I advertise my site/profile on third party systems?

Do you provide toll free numbers and live agent services for people who may have questions for me?

I forgot my password.

I forgot which email I used.

Do I get a referral bonus?

How long does my RFP stay posted?

Can firms sign up as advisors?

Do I need a membership to search advisors?

Why should I load my credentials?

I live outside the US, can I become an advisor?

What do I do if I have filled a project or RFP?

How do I submit information for an RFP?

How will I know if someone responds to my RFP?

Can I contact companies directly who post RFP if I have a question?

What do I do if I don't receive any responses to my RFP?

Best Practices for Companies

Best Practices for Advisors