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Give us 2 days to review your account and get you all squared away in our system.
You will receive an email to activate your online account ONLY if you uploaded a valid resale tax certificate.
If you have an urgent need please email info@simplypersonal.com or call/text 972-386-8000.

GO TO PLANNER RESOURCES, REGISTER a CLIENT, or START YOUR TRAINING

You will often need to reference this section, to get back to these Resources the link is in the FOOTER.