Back to overview

Complete your purchase

Review pricing, apply advisor savings, and complete secure payment in one place. Your intake launches automatically once payment completes.

Access WealthMRI Assessment

Checkout securely to unlock the guided intake and personalized results. Apply an advisor code before paying to preview negotiated pricing.

Results arrive instantly after payment, and you can request a secure resume link anytime.

Receipts and results arrive here instantly after checkout.

Apply your advisor's code to lock in negotiated savings before paying.