Can I transfer my account to someone else?

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• My membership expired. How do I reactivate my account?

  You can reactivate your account by visiting our membership page and purchasing an account using the same email address as your expired account.

• How do I manage or upgrade my membership?

  You can manage your membership, upgrades, and billing information all directly from your My Account page. Login in at Kitces.com/member, and from your member home section select My Account on the bottom left to manage your account. Still having ...

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

  Just fill out our Group Request Form here. We will send you an invoice with a group discount applied as well as a prorated discount for your membership. You can learn more about our Group Memberships here.

• Am I locked into a contract when I join the Kitces.com membership?

  Nope! You can cancel your membership at any time by emailing members@kitces.com. Basic subscriptions (payable monthly) are eligible for a refund for up to 7 days from the date of purchase or upon passing the first CE quiz, whichever comes first. ...

• What types of CE are offered with a Kitces.com Membership?

  CFP IWI CPE (self- report) NAPFA (self-report) PACE (self-report)