MTradecraft

**How do I manage my membership account?**
Click on “Account” in the top right corner of our website to access your account dashboard.

**What can I do from the account menu?**
From your dashboard, you can:
• View/manage your subscriptions
• Access premium content and downloads
• Download payment receipts
• Update your personal info (name, email, password)
• Cancel your subscription with one click

**How do I update my account information?**
Log in, click “Account,” then update your name, email, or password in the appropriate section.

**Where can I find my subscription details?**
Under the “Subscriptions” tab in your account menu, you’ll find current plan details, billing history, and renewal dates.

**Can I manage multiple subscriptions from one account?**
Yes. You can oversee all of your active subscriptions from a single dashboard.

**Will my subscription renew automatically?**
Yes, all subscriptions auto-renew according to your billing cycle (monthly or yearly). Cancel anytime.

**How do I cancel my subscription?**
Go to “Subscriptions” under your account menu and click “Cancel.” No hassle, no questions asked.

**If I cancel, do I lose access immediately?**
No. You’ll retain access until the end of your current billing period.

**What payment methods do you accept?**
All major credit/debit cards—plus we love bullion.

**Is my payment information secure?**
Yes. All payments are handled securely through Memberful and Stripe.

**What’s included with a free membership?**
• Access to select compliance templates
• Access to select training modules in FieldCraft
• FieldCraft training for up to 10 users

**How do I sign up for a free membership?**
Visit the homepage, click “Subscribe,” and select the free plan.

**Can I upgrade from a free to a paid plan?**
Yes. Just log in, go to “Subscriptions,” and choose your desired paid tier.

**What’s included with a paid (monthly or yearly) subscription?**
• Full access to all MTradecraft content
• FieldCraft training for up to 25+ users
• SEC audit-ready documentation
• Premium downloads
• Email from real compliance experts
• Regular updates when regulations change

**Is there a discount for paying annually?**
Yes—get 2 months free when paying yearly.

**Can I switch between monthly and yearly subscriptions?**
Absolutely. Change anytime through your account dashboard.

**How quickly do I get access after subscribing?**
Instant access to all premium content. FieldCraft access may take up to 24 hours (usually much faster).

**What is FieldCraft?**
A cybersecurity awareness training program tailored for SEC-registered firms, included in all plans.  It takes 10 minutes to setup and will fully automate your entire employee training program and produce the necessary SEC compliance reports to prove that the training happened.

**How is the training delivered?**
Through short, entertaining videos with live actors—simple, engaging, and effective.

**What topics are covered?**
Phishing, passwords, device security, remote work, social engineering, and more.

**Does FieldCraft track employee progress?**
Yes. It tracks video completion, quiz scores, and user activity—ideal for compliance audits.

**Can I get SEC-ready reports from FieldCraft?**
Yes. Reports are downloadable and formatted for SEC exam documentation.

**How many users can I enroll?**
• Free plan: up to 10 users with limited access.
• Paid plans: up to 200 users (depending on plan) with full access.
• Need more? Contact us for custom options

**Can I assign or re-assign training to new employees?**
Yes. Add or remove users anytime to keep your roster up to date.


**Support, Services & Consultations**

**What kind of support is included?**
• Free members: None
• BrainTrust Premium: Email ticket support only
• Private Consultant: Email ticket support + scheduled Zoom consultations
• Remote CISO: All of the above + remote assistance with hands-on help when needed

**How do I submit a support request?**
Send an email to support@mtradecraft.com. A ticket will be created automatically, and our team will follow up via email. No login to a support portal is required.

**How do I book a consultation or custom service?**
Visit https://mtradecraft.net/meetings/ to request a call. We’ll draft a custom scope of service and send you an estimate. Pricing for Remote CISO and Consultant tiers assumes one physical location. Additional office locations may incur added cost.

**Can I list MTradecraft as my cybersecurity expert?**
Yes. Paid members may list MTradecraft on their ADV, policies, and in disclosures to clients and insurance companies.

**What if I need more than 25 users for training?**
Email us at info@mtradecraft.com for custom pricing.

**How do I access premium templates and frameworks?**
Log in and go to the Downloads page. All resources are unlocked automatically based on your plan.

**Are your documents SEC compliant?**
Yes. All resources are aligned with current SEC standards, including (now cancelled) Rule 206(4)-9. You’ll need to customize each document for your firm.

**Do I get alerts when regulations change?**
Paid members receive updated resources and alerts whenever new regulations are introduced.

**Do I receive intelligence updates or alerts?**
Yes. Paid members receive:
• Weekly threat and vulnerability alerts
• Updates on SEC enforcement trends
• Briefings on zero-days and cyber risk trends relevant to RIAs and funds

**Can I share my membership with another firm?**
No. All accounts and downloads are for internal use only.

**Do you offer group or enterprise discounts?**
Yes. Contact us to see if your organization qualifies for a discount.

**How secure is my account and personal data?**
Extremely secure. We use industry-standard encryption and trusted vendors like Stripe and Memberful.

**Privacy Policy and Confidentiality**
MTradecraft treats all client data as confidential and secures it in accordance with industry standards. We will never sell, rent, or share client information outside the context of service delivery or unless required by law.