What happens after my 10-day free trial ends?
At the end of your 10-day free trial, we'll ask you which plan you'd like to continue on. What happens next depends on what you decide:
- If you choose the Free plan: No charge, no action needed. Your account continues with full data and history preserved, but access to premium features (recommendations, tax tools, AI assistant, etc.) is removed.
- If you added a credit card and selected a paid plan: Your subscription starts automatically at the plan you chose. You'll receive an email confirmation.
- If you want to upgrade after the trial: Go to Settings → Subscription at any time to choose a paid plan.
Important things to know:
- No credit card is required to start the trial - you will never be charged without explicitly choosing a paid plan
- All your data, connected accounts, portfolios, and settings are preserved regardless of which plan you choose 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, then you choose your plan