Plancheckr Frequently Asked Questions

Does Plancheckr offer a trial period?

Plancheckr offers a 7-day free trial period for all registered subscribers. At the end of the 7-day trial, your credit card will be charged for the monthly subscription plan you selected at registraion and will remain active for the following 30 days.


Does Plancheckr have various subscription options?

Plancneckr offers subscription options based on the number of plans you manage. The needs for every advisor vary, so Plancheckr aims to provide each subscriber with the plan options suited for their needs.


Can I cancel my subscription?

You may cancel your subscription at any time by visiting your account settings page and selecting “Manage my subscription”. You will be presented an option to unsubscribe and will retian access to Plancheckr through the end of your latest billing period. If you have canceled and would like to continue your subscription, please contact us at


Accepted forms of payment

We accept the following forms of payment:

  • Visa
  • Mastercard
  • American Express
  • Discover


Credit Card Validation Code

Your CVV is the 3- of 4-digit number printed on your credit card. The number is an anti-fraud security feature used to verify that you are in possession of your card. Visa, Mastercard and Discover prints a 3-digit validation number that can be found on the signature panel on the back of the card immediately after the account number. American Express uses a 4-digit card ID number above the account number on the front of the card.