Adding Group Members

Adding Group Members

As the group administrator, you can easily and quickly add additional members to the group via the Member Dashboard. Please follow the steps below to purchase and add the new member:
  1. Login to your Kitces.com account
  2. Select Member Management Portal
  3. Select +Add User to purchase additional seat. 
  4. After purchase is complete, select +Add User to add in new member's name and email address
Once the new member is added, they will receive a welcome email and steps to finish setting up their account.

    • Related Articles

    • How do I turn my individual membership into a group membership?

      You can learn more about our Group Memberships and purchase the group at the link here. After purchase, you will access the Group Dashboard to add each member to the group. We align everyone in the group on the same renewal cycle with one point of ...

    • Group Member FAQ

      1. What is included in membership? Kitces Premier Membership includes full access to our CE-eligible content library: live and on-demand webinars, deep-dive articles, member-only tools, white papers, and more. CE is reported weekly to CFP Board, ...

    • How much is a group membership?

      Our current pricing structure: • $199 for an individual subscription • $179 per person for 2-4 group members (a 10% discount per person) • $169 per person for 5-10 group members (a 15% discount per person) • $149 per person for 11-50 group members (a ...

    • How do I turn my individual membership into a group membership?

      You can convert your individual membership to a group membership by completing the form and purchase at the link here. You will receive a pro-rated refund for the time remaining on your individual membership. You can learn more about our Group ...

    • Is there a discount for buying multiple subscriptions at once?

      Yes, we have Group Subscriptions available for multi-advisor firms. Click here for further details.