How do I cancel my account?

  To initiate the cancellation process, please submit a cancellation form. You can access the form through your account settings or through the link below.  Open Cancellation Form   ⭐ Want to discuss your subscription options? If you'd like to discuss other subscription options or speak with an Income Lab team member, you can  message us here  or ca...

Billing and Payments

Watch the tutorial video below to learn how to view and manage your firm's billing and payments.    ⚠️  Access to Billing and Payments is only available to users with firm admin permissions.     Video: Billing and Payments Tutorial Video Transcript 0:00welcome this video will walk you through0:02how to set up your billing and payments0:04inside the ...

Guide to Income Lab's Referral Program

  Income Lab's referral program gives you a simple way to share Income Lab with other advisors and get rewarded for it.  How it works Sign up to become an Income Lab Referral Partner  Sign Up   Receive your personal referral link and share it with your peers Your peers sign up to become an Income Lab customer using your personal referral link You ea...