How to sign up for PlanSplit?

How to sign up for PlanSplit?

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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