SettingsPurchasing Credits

Purchasing Credits

Purchase credits whenever your balance runs low. Credits are added to your account immediately after checkout.

How to Purchase Credits

  1. Navigate to Billing from the profile menu
  2. Click Purchase Credits
  3. Select a package amount or enter a custom amount
  4. Complete checkout through the secure payment form

Available Packages

Choose from these standard credit packages or enter any custom amount within your firm's limits:

PackageCredits Received
$5050 credits
$7575 credits
$150150 credits
$250250 credits

Custom Amounts

Need a different amount? Enter any value within your firm's minimum and maximum limits. Custom amounts follow the same 1:1 credit ratio.


Processing Fees

A 3% processing fee applies to all credit purchases. This covers secure payment processing costs. The fee is calculated and displayed before you confirm your purchase.

Consider Auto-Reload

Set up auto-reload to purchase credits automatically when your balance drops low. You'll never run out of credits or have to interrupt your work.

Newsletter

Insights on AI in wealth management

A short email when we publish something worth your time. Practical notes on AI, compliance, and running an advisory practice. No filler.

By subscribing you agree to receive the RK Sterling newsletter. Unsubscribe anytime.