WealthEngine Account Type

　　WealthEngine offers a variety of account types to cater to different organizational needs. The main types include:

• Standard Account: This is the primary account type for most users, allowing access to WealthEngine's full suite of tools and insights for prospecting and donor engagement.
• Sub-Accounts: These are designed for large organizations with multiple teams or departments. Sub-accounts allow for segmented access to tools while maintaining centralized management.
• Affiliate Accounts: These accounts are for organizations that may deal directly with WealthEngine to purchase products for themselves, providing flexibility in managing their own subscriptions.

　　Each account type has specific user seat limits and features that can be tailored to the organization's requirements.

　　

WealthEngine Broker Account Opening Process

　　Opening a WealthEngine account involves a straightforward process:

• Visit the Website: Go to the WealthEngine website to start the registration process.
• Select Account Type: Choose the appropriate account type based on your organization's needs (Standard, Sub-Account, or Affiliate).
• Provide Information: Fill out the required personal and organizational information, including contact details and the nature of your organization.
• Set Up Admin Access: The first user will be designated as the account admin, who will manage user access and permissions.
• Review Terms: Read through and accept WealthEngine's terms and conditions.
• Submit Application: Complete the application and await confirmation from WealthEngine's support team.
• Account Activation: Once approved, you will receive access to your account, where you can begin customizing user roles and accessing the tools provided.

　　For further details, users can refer to the WealthEngine support page or contact their customer service for assistance.