Help / Getting started

How do I start a free trial?

Go to Start a free trial, give your firm's name, your name and your work email, and agree to the trial terms. We email you a link; open it on the same device within an hour.

The link brings you to a page where you confirm your firm's trading name and web name. Your trial starts there and then, and you are the owner of the account.

A trial lasts 14 days, is free and needs no card. Each person can start one trial.

More on getting started

• What are the setup steps?
• What is the sample data, and how do I remove it?
• What happens when my trial ends?
• How do I sign in?
• What does the dashboard show?
• I work for more than one firm. How do I switch?
• How do I contact you?

Not answered here? Contact us.