Members save 25% on our latest plans, billed through XYPN Your member discount is ready.
Your member discount is ready.
(Your upgrade might be, too.)
Move billing to your XYPN membership for a 25% discount on any of our latest plans.(Are you an early adopter with a legacy rate that’s a better deal? You can keep it: simply stay billed directly by Wealthtender, and nothing changes.)
Member pricing on our latest plansChoose any of our latest plans at 25% off — from the XYPN-exclusive Growth Essentials at $36.75/mo to Command with comprehensive digital marketing benefits at a deep discount.
One simple bill via XYPNIf you choose to transfer, your Wealthtender subscription joins your regular XYPN membership bill. One less card on file, one less invoice, nothing separate to manage.
We handle the transferXYPN billing begins the 1st of next month, and any time you’ve already paid Wealthtender beyond that date is refunded, prorated — whether you pay monthly or annually. No double billing, all handled for you.
How it works
1
Check what you’re paying today. Sign into the self-service subscription portal — you’ll be asked to enter the email address associated with your account, then watch your inbox for a one-time password to view your plan’s pricing and renewal date.
2
Compare, then choose your XYPN member plan below. Transferring moves you onto one of our latest plans with a 25% member discount applied, billed through XYPN. If your current legacy rate is the better deal for you, no action is needed — you’ll simply remain billed directly by Wealthtender at the plan and price you have today.
Ready to Transfer? Choose your XYPN member plan
Want the full feature comparison and FAQs? See plan details and pricing.
Good to know: Transferring means choosing one of the plans above — and if you’d rather keep your current arrangement, staying billed directly by Wealthtender keeps everything exactly as it is. No action required.
Transferring teammates too?
If other advisors at your firm are on Wealthtender and moving to XYPN billing with you, add them here and click Add to include each one. With 2+ advisors, a flat 10% multi-advisor discount applies to every seat — XYPN members save 35% total, and non-member teammates save 10%.
Your details
Use the email associated with your current Wealthtender account so we can locate your existing subscription and handle the transfer for you.
Wealthtender, Inc. · 1401 Lavaca St. #893 · Austin, TX 78701
Pricing shown reflects the exclusive XYPN member discount and is billed through your XYPN membership.
Pricing shown reflects the exclusive XYPN member discount and is billed through your XYPN membership.