Welcome to the inStream community!
Before you can begin to use inStream and start creating financial plans and reports for your clients, you need to register for a trial. You can find the signup page by going to our website and clicking on Free Trial.
Once on the sign up page, fill in all the required information. After filling out the information, you have the option to start a free trial or purchase your seats. By selecting either option, you are agreeing to the terms and conditions.
Click Start Free Trial and a welcome email will be sent to you with credentials to begin your 14 day trial of inStream.
DID YOU KNOW? If you try out one of our integrations we will extend your trial for an extra 14 days! Take a look at our integration partners here.