Account Topics
Account Management
Manage your profile, security settings, and subscription
Profile Settings
Your profile information helps us provide personalized recommendations and ensures our calculators use the correct parameters for your situation.
Personal Information
Basic Information
- • Full name and preferred name
- • Date of birth (for age-based calculations)
- • State of residence (for tax calculations)
- • Marital status
Contact Information
- • Email address (primary contact)
- • Phone number (optional)
- • Time zone preferences
- • Communication preferences
Financial Profile
This information is used to provide relevant recommendations and pre-populate calculators:
Asset Information
- • Net worth range
- • Asset allocation preferences
- • Real estate holdings
- • Business ownership
Planning Goals
- • Estate planning priorities
- • Retirement timeline
- • Charitable intentions
- • Risk tolerance
How to Update Your Profile
- 1Navigate to My Account from the main menu
- 2Click "Edit Profile" to modify your information
- 3Update any fields and click "Save Changes"
- 4Verify changes with your password for security
Security Best Practices
Protecting your financial information is our top priority. Follow these best practices to keep your account secure.
Password Security
Strong Password Requirements
- Minimum 12 characters long
- Mix of uppercase and lowercase letters
- Include numbers and special characters
- Unique to this platform (not reused)
Two-Factor Authentication (2FA)
We strongly recommend enabling 2FA for additional security:
Authenticator App (Recommended)
Use Google Authenticator, Authy, or similar apps for time-based codes
SMS Verification
Receive codes via text message (less secure than app-based 2FA)
Security Checklist
Do's
- ✓Log out when using shared computers
- ✓Review account activity regularly
- ✓Update password every 90 days
- ✓Use secure networks only
Don'ts
- ✗Share login credentials
- ✗Click links in suspicious emails
- ✗Save passwords in browsers
- ✗Use public WiFi without VPN
Suspicious Activity?
If you notice any unusual activity on your account, change your password immediately and contact our support team. We'll never ask for your password via email or phone.
Saved Scenarios
Save and manage your calculator scenarios to track different planning strategies and compare outcomes over time.
Working with Scenarios
Saving Scenarios
- 1.Complete any calculator
- 2.Click "Save Scenario" button
- 3.Name your scenario descriptively
- 4.Add notes for future reference
Managing Scenarios
- •Compare multiple scenarios side-by-side
- •Edit names and descriptions
- •Duplicate scenarios for variations
- •Export as PDF or Excel
Organizing Your Scenarios
Best Practices
- Use descriptive names:"2025 Estate Tax - Current Assets" instead of "Scenario 1"
- Add detailed notes:Include assumptions, date created, and purpose
- Regular cleanup:Archive or delete outdated scenarios quarterly
Sharing Scenarios
Share scenarios with advisors or family members:
PDF Export
Professional reports with all inputs, calculations, and charts
Secure Links
Generate view-only links that expire after 30 days
Excel Export
Raw data for further analysis in spreadsheets
Billing and Subscription
Manage your subscription, update payment methods, and download invoices.
Subscription Plans
Basic
$99/mo
- • All calculators
- • MIGUEL AI access
- • 10 saved scenarios
- • Email support
Professional
$199/mo
- • Everything in Basic
- • Unlimited scenarios
- • Priority support
- • Custom reports
Enterprise
Custom
- • Multi-user access
- • API integration
- • Dedicated support
- • Custom features
Save 20% with annual billing. All plans include regular updates and new features.
Managing Your Subscription
Upgrade or Downgrade
Change your plan at any time. Upgrades take effect immediately with prorated billing. Downgrades take effect at the next billing cycle.
Payment Methods
We accept all major credit cards, ACH transfers for annual plans, and wire transfers for enterprise accounts. All payments are processed securely through Stripe.
Invoices and Receipts
Download invoices from your billing page. Receipts are emailed after each payment. Need a W-9 or custom invoicing? Contact our billing team.
Cancellation Policy
- Cancel anytime from your account settings
- Access continues until the end of your billing period
- Data retained for 90 days after cancellation
- Export your data before canceling
Data Export & Privacy
You own your data. Export or delete it anytime:
- Export all data in JSON or CSV format
- Download all saved scenarios and reports
- Request complete data deletion
- GDPR and CCPA compliant
Need help with your account?