Member access

What members come back to.

Sign in to your workspace. The sign-in flow reopens the saved workspace: current baseline, current recommendation, manual analysis tools, and the Lifecycle comparison notes tied to the same start date.

If you do not have an account yet, the same page can start the 7-day free trial, then take you into the workspace after checkout.

Member access checklist

This page is for returning members, new sign-ups who want to start checkout, or users verifying an email before the first full sign-in.

Saved workspace

Active members return directly to the workspace shell, where they can inspect the current recommendation and the saved baseline portfolio.

Trial first

New users can start a 7-day free trial from the same auth surface without needing a government email address.

Verification

Email you control

Use an email you can verify and recover later so verification and password reset always work when you need them.

Recovery

Password reset

If you forget the password later, the sign-in modal exposes the reset flow without requiring a second account.

Workspace

Saved baseline, current mix, same anchor date.

Members come back to a workspace that keeps the saved starting portfolio, the accepted custom mix, and the Lifecycle comparison tied to the same start point. That keeps the analysis stable instead of resetting the baseline every time you sign in.

Trial

Start the trial from the same page.

There is no separate sign-up microsite. The auth modal on this page can create the account, start the 7-day trial, and then hand the user into checkout and workspace setup.

Support

Reset and account help stay simple.

Password resets and account messages are tied to the same email address you control. Support questions go to support@customlfunds.com.