Frequently Asked Questions

How does the free trial work?

Once you sign up, you have 30 days to evaluate Timeline. You won't be charged a dime if you cancel within 30 days of signing up.

We’ll email you after 28 days to remind you that your trial is about to expire. After the 30-day trial, you’ll be charged a fee depending on the plan you've chosen. If you forget to cancel and are charged, we’ll refund your money so long as it’s within 60 days of the start of the trial period.

Can consumers use Timeline for their own planning?
Timeline is only available to financial advisers and providers.
What if I have more than 70 clients?
Cool. You can upgrade to our Enterprise plan which allows unlimited clients. Please contact our sales team regarding this.
Does Timeline have an API?
Yes. Timeline's RESTful API is available to Enterprise clients and partners. Contact our sales team and they'll be happy to assist you.
Can I white-label Timeline?
Absolutely. Our Enterprise plan lets you add your logo and branding to Timeline.