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How do I apply a promo code in PortfolioPilot?

Most promo codes are applied via a special link - clicking the link automatically applies the code to your account. If you received a standalone code, here's how to apply it manually:

  • Go to Settings → Billing & promotions
  • Find the "Promo code" field in the top-right area
  • Enter your code and click "Apply"
  • The promotion will appear under "Applied promotions" once activated

Note: Some promo codes require a credit card to activate, even if there's no immediate charge. The purchase confirmation page will show $0 or the discounted amount before you confirm.

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