News
Bill Planner Release notes
Bill Planner 3.67.0
Bill Planner 3.67.0 adds an Advisors page under Profile for entering a code from your financial advisor, and lets advisors request their own referral code.
This update adds support for financial advisor codes.
What’s new
- Advisors page — a new Advisors page under Profile. If your financial advisor gave you a code, enter it there.
- Advisor referral codes — financial advisors can now request their own referral code through the contact form.
Get Bill Planner