Updating your billing details

Content also available for tax entities or on our global site.

You can change your billing cycle, update your payment details or change your payment method at any time.

To update your billing details:

1 – From any page within Sharesight, click ‘Account Settings’ from the top right of the screen.

1 Account Settings

2 – From the dropdown menu, select ‘Billing details’.

2 Select Billing Details

3 – On the Billing Details page on the left is a tab shows your current account settings.

Tab shows your current account settings

4 – Click the ‘Update billing’ button.

4 - Click update billing

5 – On the update billing page you can change:

Payment frequency preference - Select to pay for your plan subscription either monthly or yearly.

Note: Subscribing to a yearly plan gives you one month free of Sharesight.

Payment details - Click on the ‘Change card’ button, then input your new credit card details.

6 – Click on the ‘Save Billing Details’ button to save your changes.

Change payment frequency preference

Last modified on June 5, 2018 UTC