Jump

Jump is an AI-powered platform and operating system built specifically for financial advisors and wealth management firms to automate administrative tasks and streamline client workflows.

Benefit Breakdown

For a full overview of the Jump discount, please refer to the tables below:

PLEASE NOTE: Non-XYPN members affiliated with an XYPN member firm are not eligible to receive the member discount. These user licenses will continue to be billed at the retail rate.

Account Management

New Users? Let’s get you signed up!

1. Sign up for Jump through your XYPN Member Portal!
2. Click on Sign Up, and then Get Started.
3. You will then be routed to Jump’s sign-up page.
4. Create your account and acknowledge Jump’s Terms of Service.
5. Once created, you can continue setting up your account.
6. That’s it! We’ll take care of the rest once we hear back from Jump.

Existing User? Let’s transfer that account:

1. You can initiate your Jump transfer at any time through your XYPN Member Portal!
2. Click on Transfer Account, and then Get Started. You’ll be directed to Jump to transfer your account to our group. 
3. Fill out the form and click Submit.
4. After submitting the form, your transfer request will be sent to Jump's billing team and will be completed within 1-3 business days. You will receive a prorated refund on your existing Jump subscription, and moving forward, you will be billed directly through XYPN.
5. You’re done! Your account will transfer to XYPN’s agreement, and you’ll be billed at your new discounted rate with the following monthly dues.

Adding or removing users

1. Sign in to your Jump account.
2. You can manage users from the Users tab in Account settings.
3. Go to Profile & Settings → Account Settings → Users.
4. Click Invite Users and provide the full name and email of any new user(s) you wish to add.

To learn more about how to add/remove users, please review these help desk articles:

• Adding a user
• Removing a user

Closing your account

1. You can request to close your Jump account at any time through your XYPN Member Portal.
2. Click on Close Account and fill out the form.
3. Click the Close Account button and the cancellation request will be sent to Jump’s support team.
4. All account cancellations received by 5 PM MT on the 20th of any month will be processed at the end of the same month. Cancellation requests received after the 20th will be processed the following month.

Leaving XYPN?

Your Jump discount as an XYPN member will end when your membership ends. Be sure to connect with Jump directly for the next steps on account access, data transfer, and how to develop a retail relationship with them.

Billing

All billing for Jump will be processed through XYPN on the 1st of each month. Please reach out to membership@xyplanningnetwork.com if you have any questions about your billing.

FAQs

I am on an annual contract. Can I transfer my account now, or do I need to wait until renewal?

You can transfer your account now! When you request to transfer your account to our group, Jump will let you out of your annual contract early, switch your account from an annual to a monthly subscription, and issue a prorated refund for time remaining on the contract.

What is the difference between a Full Seat license and a Lite Seat license?

Jump has two main user types:

1. Full seats
   1. Full is designed for the financial advisor and includes the full functionality of the Meet product, including full meeting capabilities, post-meeting actions, and more.
2. Lite seats
   1. Lite has less functionality than Full and is intended for administrative / support staff only. You cannot purchase Lite as a standalone product; you must be on Meet in order to have at least one user with the Lite user role.
   2. Lite is not offered at a discounted price at this time. It retails at $30/user/mo.

To learn more about the difference between Full and Lite, read this article.

Do my non-member advisors get the XYPN member discount as well?

No, the discount only applies to XYPN members at this time. However, all billing—including for member and non-member users—is processed through your XYPN membership on the 1st of each month!

Helpful Links

Website: https://jump.ai/ 

Help Desk: https://help.jumpapp.com/en/ 

Contact

help@jumpapp.com 

Vendor Data Security Links/Docs

Trust Center: https://security.jump.ai/ 

For the Amended Reg S-P, please review the Jump License & Services Agreement document, section 2i “Information Security; Security Incident Notification:”, regarding the 72-hour notification of discovery of a data breach.