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What happens after my 10-day free trial ends?

What happens at the end of your 10-day free trial depends on your renewal setting in Settings → Subscription:

  • Renewal on (the default): Your trial converts to the plan shown under Renews as, and your card is charged.
  • Renewal cancelled: No charge. Your account moves to the Free plan with full data and history preserved, but access to premium features (recommendations, tax tools, AI assistant, etc.) is removed.
  • If you want to upgrade later: Go to Settings → Subscription at any time to choose a paid plan.

Important things to know:

  • To avoid being charged, click Cancel renewal under Trial period on the Subscription page any time before the trial ends
  • All your data, connected accounts, portfolios, and settings are preserved regardless of which plan you end up on after the trial
  • The trial gives you full Pro-level access to every feature in the product - it's designed to be generous so you can explore everything before deciding
  • There is no "end trial early" option - the trial simply runs its 10 days
Last updated on
October 20, 2026

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