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