Free Trial Users – Click the ‘Go on Plan’ button to subscribe to Sharesight. Follow the step by step process to choose your plan and payment method. If your free trial is still active, your billing period will commence following the end of your free trial period. If you are paying by credit card you will not be charged until the start of your first billing period.
Change Plan Button- Use this to upgrade or downgrade your plan or to change your payment details or payment method. Although you must re-complete the signup process in full, only the information that has changed will be updated. If you are upgrading or downgrading your plan, a Sharesight staff member will contact you via email to arrange additional payment or refund if required.
Show Invoices Button – This will display a list of all prior invoices, click on an invoice to display it.
Cancel my account – This will cancel your Sharesight account. You will still be able to access your portfolio until the end of your current payment period. When your current payment period expires access to your portfolio data will be restricted. If you wish to reinstate your account in the future you must subscribe to a plan.