How to sign up for PlanSplit?

In order to sign up as a provider for PlanSplit you must first create a consumer profile. Please follow the steps below:

Go to top right hand side navigation menu and click on the button that says Login/Signup
From that page scroll to the bottom and select create an account.
Enter the information requested and check off on the Terms & Conditions.
Once you have logged in you are now able to see the provider portal button, select this to create your provider profile.
If you have not already fully completed your consumer profile, you will be prompted to do so here.

Next you will enter your business entity, d/b/a, structure bank information. This is the bank to which we will make net deposits.
Finish entering the information and check off the box that says: I am authorized to create this provider portal and plans to be sold to consumers. Then select Next.
You will see the sliding fee tier scale, confirm your agreements and that’s it, you are ready to create and launch plans.