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Switching Billing Models

This guide explains your options when a client needs to move to a different billing model.

Billing Models Cannot Be Changed Directly​

Once a client account is connected, its billing model cannot be changed. What you can do instead depends on which direction the client is moving.

Charge Us to Client Pays​

To hand a Charge Us account over to your client, transfer ownership of the account to them. This is useful when a relationship ends, or when a fully managed client moves to an advisory arrangement and wants to run their own account.

  1. Go to Clients
  2. Select the three dots at the end of the client's row, then select Disconnect Client
  3. Under Disconnect Type, select Transfer Ownership
  4. In Reason, explain why, using at least 10 characters
  5. Select Disconnect Client

You can also start from the client page, using More actions.

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Transferring ownership cannot be undone.

When you transfer ownership:

  • Billing for that account stops for your firm
  • The account moves to the archive tier. Your client can still sign in and see all their data.
  • Your client upgrades the account to their own subscription to keep using it
  • The client leaves your client list, and your firm loses access

To work with your practice again, your client invites you from their Fiskl account, which creates a new Client Pays connection. See Accepting Client Invitations.

If you want to pause billing but keep the account, select Suspend instead. See Charge Us Model for all three options.

Client Pays to Charge Us​

A Client Pays account belongs to the client, so your firm cannot take over its ownership or billing. If you and your client agree to move to Charge Us:

  1. Disconnect the existing Client Pays connection
  2. Add the client as a new Charge Us client from Atlas
  3. Set up the new account and move across any data the client needs
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This creates a new Fiskl account. The client's original account and data stay with the client. Plan how you will move their data before you start.