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, you can select to change your plan.

Screen Shot 2021-05-06 at 14.11.03

4 – Chage payment term between yearly or monthly

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

5 – Select ‘Change payment method’

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 August 19, 2021 UTC

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