Upon purchase, this activation procedure will convert the 14-Day Free Trial to the Professional Edition

(Please note that this software will not work on most Microsoft Surface tablets)

STEP 1

Download the Software

FIRST, UNINSTALL ALL PREVIOUS VERSIONS OF THE SOFTWARE (only 2015 & Prior) – YOU WILL NOT LOSE YOUR ACTIVATION OR INFORMATION

① If you haven’t already downloaded the program, click here

② You should now have the program’s icon on your desktop – double click the icon to open the program

STEP 2

Request the Code

① Click on the red Activation tile on the Home Screen

② Select Professional Activation (radio button at the top)

A. Enter your advisor information, mandatory fields are:

l. Company Name

ll. Advisor Name (one name only)

ll Phone #

B. Click OK

③ Request an activation code (in the Request the Code section)

A.Enter PayPal Transaction ID (or name of purchaser if you don’t know it)

B. Enter email address where you would like the code sent

C. Click Submit

④ You will receive an email with Activation Codes

**If email fails, copy & paste all information in the NotePad window into an email to ActivationDepartment@FedRetireSoftware.com

Pro Advisor Info

STEP 3

Enter the Code   (you may need to scroll down to see this section)

① Enter Activation Codes (must be exact with no extra spaces or characters)

Customer ID: XXXXXXX

Activation Code: XXXXXXXX

② Click Submit

③ Software will automatically restart

Pro Enter Code