Track Subscription Status

From Prospects, you can see the current status of your ResearchPoint subscription including subscription type, group screenings remaining, and subscription renewal date.

To access the subscription screen, from Prospects, under Configuration, click Wealth and ratings data. Under Tasks on the Wealth And Ratings Data page, click Subscription status. You must be logged into WealthPoint before you can access the subscription information. To log into WealthPoint, you need to Edit the WealthPoint URL.