How to sign up for PlanSplit?

Sign-up and provider account creation.

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

  1. Go to the top right-hand side navigation menu and click on the button that says Login/Signup 
    1. From that page scroll to the bottom and select create an account. 
    2. Enter the information requested and check off the Terms & Conditions. 
  2. Once you have logged in you are now able to see the provider portal button, select this to create your provider profile. 
    1. If you have not already fully completed your consumer profile, you will be prompted to do so here. 
    2. Next, you will enter your business entity, d/b/a, and structure bank information. This is the bank to which we will make net deposits.   
  3. Finish entering the information and select a Fee Tier.
  4. That's it, now you are ready to create and sell your own plans and subscriptions.