Manage Subscription

Select the household tier you want to move to by clicking Upgrade Household Tier. The prorated cost of the upgrade will then be displayed before confirming the upgrade purchase.

Upgrade cost is calculated by taking the difference between the current plan and the plan you're upgrading to, applying any discounts, and prorating the cost based on the firm's renewal date. Upgrading will not change your renewal date.

Subscription Information

Review the firm's renewal date, household tier, and household statistics in the Subscription Details section.

The breakdown of the billable household count, as well as a link to how household billing works, can be found by clicking on impact billing can be found by clicking on How is this Calculated?

 Household Billing

Edit Billing Address, Billing Contacts, Payment Method, and View Invoices

Information can be reivewed and changed by going to Settings > Subscription > Billing

Billing Address (used to determine sales tax):

Billing Contacts:

By default, the user who initially signed up for the subscription is a billing contact. Add more in this section

Card number: 

 Invoices:

Download previous invoices and preview upcoming invoices (subject to change)

Cancel Subscription

Cancel your subscription at any time by going to Settings > Subscription