Skip to content
English
More support
Go to app.holistiplan.com
  • There are no suggestions because the search field is empty.

Manage Subscription

Upgrade Plan, Change Card Info, Cancel Subscription

Firm Admins can manage their subscription by navigating to Settings > Subscription. On the Subscription Settings screen, review and update several firm account management items, including:

Upgrade options
Renewal date, household tier, and household statistics
View and edit the credit card on file

Upgrade Account

Select the household tier you want to move to in the Add More Households box and clicking View Pricing. 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.

Screenshot 2026-01-29 at 4.13.12 PM

Subscription Information

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

Information on how the Household Statistics impact billing can be found here: Household Billing

View and Edit Credit Card Information

Card number can be reivewed and changed in the Payment Method Section