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. Billing options can be found under the ‘Account & Billing’ link in your Sharesight portfolio situated in the top right-hand corner of the screen.


The ‘Plans & Billing’ tab shows your current settings.


Clicking on ‘update billing’ will enable you to update your payment details and payment preference. Click ‘save’ to save your changes.


Last modified on May 2, 2017 UTC