Cancelling and refunds
How to cancel, when access ends, what happens to your data and how refunds are handled.
- 1
Cancel from your account
Open Subscription or Membership & billing and choose to cancel. You'll see the exact date access ends before you confirm.
- 2
Keep access until period end
Cancellation takes effect at the end of the period you've already paid for — nothing is cut off immediately.
- 3
Portfolio access stops with the membership
Portfolio 360 syncing stops when the membership ends. You can disconnect your brokerage before or after cancelling.
Refunds and credits
Refund eligibility is set out on the refunds page. Our team can also issue partial credits where a full refund isn't the right outcome — for example a billing error or a short overlap after an upgrade. Any refund or credit triggers a confirmation email with the amount and the method it was returned to.
Related guides
- Billing, upgrades and downgradesHow billing works, what happens when you change plans, and where to find invoices and payment methods.
- Getting help and contacting supportUse the AI concierge, open a support ticket, check ticket status or schedule a callback.
- Security, privacy and your dataHow brokerage connections are secured, what we store, and the controls you have over your own data.
Still stuck?
The concierge answers most questions instantly, and our team picks up anything it can't.
Contact support