Refund Policy
When and how subscription payments are refunded.
Free trial first
Every new account starts with a 30-day free trial for one advisor, with no card required. We encourage you to import your own client sheet during the trial so you can judge the platform before paying.
Monthly plans
Monthly subscriptions can be cancelled at any time and will not renew for the next month. The current month is not refunded, and access continues until it ends.
Yearly plans
If you cancel a yearly plan within 14 days of the first payment, you receive a full refund. After 14 days, the plan remains active until the end of the paid year and is not refunded.
Removing advisor seats
When you remove advisor seats from a yearly plan, the unused value is kept as credit against future invoices. Seats removed from monthly plans stop billing from the next cycle.
Billing errors
If you were charged twice or charged after cancelling, we refund the incorrect amount in full once confirmed.
How to request a refund
Send a request through the Advisor Desk page with your account email and invoice number. Approved refunds are processed to the original payment method within 7 to 10 working days.