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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
Last updated on
May 24, 2026

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