What are the limitations of my trial account?

Modified on Mon, 10 Aug, 2020 at 4:33 PM

There are two types of trial accounts:

  • Verified trial account: trial account opened by a salesperson.
  • Free trial account: trial requested from the free trial form available on the website.

Verified trial accounts have full access to all features for the trial duration.

Free trial accounts have the following limitations:

  • Advisor package (limited financial statement data).
  • No data exports.
  • Excel add-in disabled.
  • Usage limited to 130 clicks.



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