|
Ordering Financial Planning Software Using PayPaL |
|
Click here to go directly to the secure PayPal form to buy now |
![]()
Site Information Confused? It Makes Sense if You Start at the Home Page
Discounts for Financial Planners and Money Managers New Financial Planner Starter Kit Professional Investment Portfolio Building Kit Site Info, History, Ordering Security, Privacy, FAQs Questions About Ordering Investment Software? Call (800) 658-1824 or Send E-mail How to Get Your Brokerage Account Data to Download into our Investment Software About Getting Investment Software Approved by Broker Dealers and FINRA Financial Plan Software Support Free Downloads and Money Tools Free Sample Comprehensive Financial Plan Free Downloads, Investing Tips, and Tutorials Links to Other Personal Finance Websites The World's Best Free Retirement Calculator Other Free Retirement Calculators Our Free Financial Calculators Other Free Online Financial Calculators Free Business Owner Calculators Miscellaneous About Portfolio Management Software About Using Monte Carlo with Investment Software About Investment Risk Tolerance About Using a Discount Broker to Manage Your Own Money (and about custodians for advisors) |
It only take a few minutes to
open a new eBay / PayPal account PayPal is a unique way of transferring money, because it transfers directly from your PayPal account to our PayPal account. Money gets put into your PayPal account directly from your bank account, credit card, or other PayPal users sending you money. The transfer is immediate, which means you can usually receive products within the hour if we know about it when you do it, or at the end of the day if not. But if you are not yet "verified nor confirmed," your order will turn into an "eCheck" order. This means it takes about four business days for your check to clear, which holds up product delivery. So you want to make sure you do the verification and confirmation thing as soon as you can. Please note that it takes just as much time for an eCheck to clear as it does to become verified (unless you add both a checking account and a credit card to your brand new PayPal account at the some time). This is what PayPal has to say about eChecks: "eChecks are one type of bank payment and usually take 3-5 business days* to process. They are used when buyers have not linked a backup payment source (like a debit or credit card) to their PayPal accounts, or when a transaction is too risky to allow an instant payment." PayPal does not charge you anything. Call (800) 658-1824 or send e-mail if you want someone to work out the correct price for you after the discount. Please follow the steps below if you want to do it yourself. _________________________________________ Use Electronic Checks (eChecks) via PayPal Just login to your PayPal account and send an eCheck to support@toolsformoney.com _________________________________________ How to do it: 1) Go to the secure PayPal form (clicking here will go to the form) 2 ) Click on a radio circle button next to the total dollar amount.3 ) Then click "Buy Now" PayPal icon at the bottom left.The main PayPal website will then come up, where you login and input your account details. There will be buttons to click to complete the transaction after filling in generic transaction data. Important: Please input the name(s) of the product(s) you want with the level of support into the Notes/Description field, which says, "Input product description(s) here:" This is where you tell us what you're ordering. Example: "unsupported bond calc." Without this information, delivery will be delayed until we ask you what you ordered, and you tell us (which could take days). Please let us know ASAP if it didn't work right (800) 658-1824. Thanks! Important Information about Using PayPalIf you follow one rule, then PayPal works great: Never do anything with any e-mail from PayPal! It's rarely from PayPal. The only time you'll get valid e-mail from PayPal is when you make a transaction (or you're opening a new account, or you changed your PayPal e-mail address). If you do get an e-mail from PayPal saying you need to do something to your account, just log in and then you'll see that you don't need to do anything (don't click on any of the links in the e-mail that says it goes to the PayPal login page). PayPal asks that you forward all fraudulent e-mails to spoof@paypal.com Then delete the e-mail immediately. If you put it on your spam blocking list, then all valid e-mail from PayPal will probably be blocked. Then you'll have to waste time unblocking it. |
Personal Finance Software Modules
Fully Integrated Financial Planning Software Menu of Retirement Planning Software Asset Allocation Overview with Our Historical Returns Asset Allocation Models with Our Historical Returns Monthly Updated Mutual Fund Picks Financial Planning Fact Finders Investment Policy Statement Software Investment Software for Comparing 23 Methods of Investing Buy Term Life Insurance and Invest the Difference in Mutual Funds vs. Whole Life Variable Annuity Tutorial and Optimizer Services Evolve into a Wealth Planner with this Unique Practice Management and Marketing System Fee-only Consulting for Consumers, Investors, and Financial Planners Building Custom Investment Benchmark Portfolios Coaching for Financial Planners Buy or Sell an Investment Management or Financial Planning Practice Asset Allocation for 401(k) / 403(b) and Similar Retirement Plans |
© Copyright 1997-2010 Tools For Money, All Rights Reserved