Members may upgrade their benefit package at their next renewal. Please note: If you upgrade your membership with your renewal those new benefits will not be effective until your next renewal cycle has begun.
To upgrade outside of renewal:
- Login to your Dashboard at www.investmentsandwealth.org/login.
- Once on the Dashboard page locate the “My Institute Membership” box and select “Upgrade”.
- Select your upgraded benefit package and complete your payment.
- Look for your confirmation to begin enjoying your new benefits.
If you would prefer to provide a hard copy form for your membership upgrade, please download the member renewal application and submit your form and payment information to email@example.com.