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Discounts for Financial Planners and Money Managers New Financial Planner Starter Kit Professional Investment Portfolio Building Kit How to Buy Software in General Site Info, History, Ordering Security, Privacy, FAQs Questions About the Financial Planning Software? Call (800) 658-1824 or Send E-mail How to Get Your Brokerage Account Data to Download into our Investment Software About Getting Investment Software Approved by Broker Dealers and FINRA Financial Plan Software Support Free Downloads and Money Tools Free Sample Comprehensive Financial Plan Free Downloads, Investing Tips, and Tutorials
Financial Plan Module
Demos The World's Best Free Retirement Calculator Other Free Retirement Calculators Our Free Financial Calculators Other Free Online Financial Calculators Free Business Owner Calculators Miscellaneous About Portfolio Management Software About Using Monte Carlo with Investment Software About Investment Risk Tolerance About Using a Discount Broker to Manage Your Own Money (and about custodians for advisors) |
Most credit card orders from countries outside the U.S. will work, if you fill out the form the way the bank needs it Tips for using the secure ordering forms: ▪ Type your name in exactly like it shows on the credit card. If it's a business, then input that name. Omit all: Dr., Mr., Mrs., Ms., etc. ▪ Enter all of your street address into the first address field. Leave the second address field blank. ▪ Enter your city into the city field. Don't put anything else in this field, no commas, numbers, or anything. ▪ Don't do anything with the U.S. state field drop-down box, unless you're in Canada. If so, then choose your Province from this list. ▪ Choose your country from the country drop-down box. If your country is missing, that's because we don't sell to that country due to spam, viruses, and investment software pirating. Some examples are: China, Russia, Hong Kong, India, Korea, Vietnam, etc. ▪ Put in whatever numbers normally go after your city in the postal/zip code box. It's limited to six characters because of problems with nine-digit U.S. zip codes, and Canadian orders require six characters. Canadians: Please ensure all letters are in UPPER CASE. ▪ Enter "800-658-1824" exactly like this into the phone number field. Don't enter any other numbers here. This is the only way it will work for international orders. ▪ Enter the e-mail address you want your program(s) sent to. It has to be valid because the bank's software checks before approving. Also, please make sure you have enough free e-mail server space to receive the files (see the section below). ▪ MasterCard and Visa credit cards only, sorry. Some MasterCard and Visa debit cards will also work as credit cards. You can try, as it won't do anything but fail if it doesn't work. ▪ Make sure to WAIT after you click the submit button at the bottom. It takes a few more seconds to approve international orders. Don't do anything until it stops thinking and you get either the approved or disapproved page back. If you are impatient and click submit again (and your order is approved) then you'll have ordered twice. If it still doesn't work, then please send e-mail or call 800-658-1824 E-mail Servers Being Full Every e-mail server has a limit as to how much a user can store. If you don't delete these e-mails from the actual server, it will eventually clog up. If you have everything (like MS Outlook) set up to store your e-mail on the server, then it will eventually fill up, you won't be able to get any new e-mail, and people that sent them will receive failed mail notices. If you're e-mailbox is full, then you won't be able to get new e-mail until you empty it on the server side. In other words, just emptying it on your PC won't make a difference, and you'll never know you're not receiving new e-mail. In general, the more money you pay your ISP (Internet Service Provider, like AOL, Earthlink, etc.), the more server space you will have for storing e-mail. Free e-mail (Hotmail, Yahoo, MSN, etc.) will have less storage space (usually only around 10Mb). So... first you should decide if you want your e-mail stored on your ISP's server. The only advantage is if you have a problem with your computer, and you lose your stored e-mail, then you can get it back because they have a copy of everything on their servers. That's the only advantage. The disadvantages are: ▪ It will eventually clog and then you'll have to unclog it. This will keep happening forever. ▪ It's easier for other people to read your e-mail when it's sitting on someone else's server. ▪ It makes it easier for viruses and spam bombs to find your e-mail address and spam you. If you're like most people, and choose to not store e-mail on your ISP's, server then here's how to stop it: For MS Outlook: Go through these menus: Tools, Accounts, Properties, Advanced, and then make sure the "Leave a copy of messages on server" button, at the bottom under Delivery, is not checked. For other programs you'll have to hunt and peck until you find it. For all ISP's where you can call and talk to a human - just tell them to make it so. For ISP's where you can't talk to a human (e.g., MSN, Hotmail, etc.) hunt and peck through the website until you find how to turn it off. |
Personal Finance Software Modules
Fully Integrated Financial Planning Software Menu of Retirement Planning Software Asset Allocation Overview with Our Historical Returns Asset Allocation Models with Our Historical Returns Monthly Updated Mutual Fund Picks Financial Planning Fact Finders Investment Policy Statement Software Investment Software for Comparing 23 Methods of Investing Buy Term Life Insurance and Invest the Difference in Mutual Funds vs. Whole Life Marketing Seminar for Financial Planners Variable Annuity Tutorial and Optimizer Services Evolve into a Wealth Planner with this Unique Practice Management and Marketing System Fee-only Consulting for Consumers, Investors, and Financial Planners Building Custom Investment Benchmark Portfolios Coaching for Financial Planners Buy or Sell an Investment Management or Financial Planning Practice Asset Allocation for 401(k) / 403(b) and Similar Retirement Plans |