Adding Company Instances and What Happens When You Reach Your Maximum #
Firm Admins can manage company instances within Settings > Companies. This page displays:
- The number of active companies your firm is currently using
- The number of remaining active company slots available in your subscription
For example, if your firm plan includes 10 active companies and you have 6 active, you will see that 4 remain.
Adding a New Company #
To add a company:
- Go to Settings in the navy firm navigation bar.
- Select Companies.
- Click Add Company.
If you still have active companies remaining in your allotment, you may proceed with creating the new company instance.
What Happens When You Reach Your Maximum #
If your firm has used all active company slots:
- The system will prevent you from adding a new active company.
- You will see a message indicating that you have reached your maximum number of active companies.
- The number of active companies included in your subscription will be displayed for reference.
If you believe the number shown is incorrect, please log a support ticket.
Adding Companies Beyond Your Allocation #
If you choose to add more companies than what your plan allows:
- An additional charge of $100 per company will be applied.
- The charge will be reflected in the next month’s billing cycle.
- Only Firm Admins can approve adding companies beyond the allocated amount.
Requests from Other Users #
If an advisor or another firm user attempts to:
- Add a new company, or
- Move a company from Pending to Active,
and doing so would exceed the firm’s allotted number of active companies, a request will be sent to the Firm Admin for approval.