Frequently asked questions

You send your client a secure link to the questionnaire. They complete it in their browser at their own pace. When they submit, your team sees the entry in the dashboard and can review details or export a Word document for your files.

Clients use the unique link you send. They do not need a MyFNA advisor account. Your workspace stays under your organization login in Clerk.

The product offers monthly and yearly subscriptions through Stripe. Pricing shown on the home page applies before taxes. You can switch or cancel according to the terms at checkout and in your customer portal when available.

You can cancel through the Stripe customer portal linked from billing in the app, or by contacting support from the contact page. Access may continue until the end of the paid period depending on Stripe subscription state.

Prices on the marketing site are shown before applicable taxes. Stripe checkout will collect tax when required based on your location and settings.

Authentication runs through Clerk. Payments run through Stripe. Email notifications may use Resend. Form data and uploads are stored in our application database with organization scoping and access controls described in the privacy policy.

The advisor dashboard supports exporting a submission as a Word document that mirrors the on-screen detail layout.

Use the contact form on this site with your work email and a clear subject. We respond to product and billing questions as capacity allows.