Changing plansContent also available for tax entities or on our global site.
You can upgrade or downgrade your plan at any time.
Note: Changing your plan takes immediate effect.
1 – From any page within Sharesight, click ‘Account Settings’ from the top right of the screen.
2 – From the dropdown menu, select ‘Change Plan’.
When you have upgraded your plan you will receive an upgrade invoice for the additional amount owing until the end of your current billing period. When your next invoice is due you will be invoiced at the new plan rate.
Downgrading your account will take effect immediately. We do not provide refunds. When downgrading your account, you may be prompted to delete portfolios if you have more portfolios than the subscription plan allows for. Untick the portfolios you wish to delete.
Note: Deleted portfolios cannot be restored.
Last modified on March 13, 2020 UTC