Create your account and complete the setup screens Planworth shows before opening the Advisor Dashboard.
Create an account
Go to login.planworth.co.
Select Sign up and enter your email address.
Create a password that meets the requirements shown on the sign-up screen.
Review the Terms of Service and Privacy Policy, then select Continue.
Complete your Advisor Profile if prompted, then save it.
If Planworth asks you to select a plan or complete checkout, follow the options shown for your account.
After setup is complete, Planworth opens the Advisor Dashboard.
Sign in again
Go to login.planworth.co.
Select Log in.
Enter the email address and password associated with your Planworth account.
Complete any authentication step required by your organization.
Common issues
You forgot your password. Use Forgot password on the login screen and follow the link sent to your email.
Checkout or account setup fails. Record the message shown and contact Planworth Support. Do not create a second account.
An invitation uses a different email address. Use the email address associated with the invitation or contact Planworth Support before continuing.