Yes! We do ask you to provide us with a credit card to set up your firm on Vestevo; however, you will receive no charges unless you opt to continue your subscription after the 30-day free trial period. We will send you a notification when your trial period is almost over.

If you would like to add additional users to your firm, you can easily add additional seats from within the administrator settings menu within Vestevo. If you need any assistance doing this, please feel free to reach out to us here.

If you choose not to continue your subscription after the trial period or would like to cancel your subscription at any time, you can fill out this form, or you can also contact us directly here.