EptaWealth

Billing Support

Subscription and Billing Information

This guide provides information about EptaWealth's subscription plans, billing processes, and common billing questions.

Subscription Plans

EptaWealth offers three subscription plans to meet different needs:

  • Free Plan - Perfect for beginners
    • 1 Crypto Portfolio
    • 1 Stocks Portfolio
    • Up to 5 holdings per portfolio
    • Basic analytics
    • Email support
  • Pro Plan - $4.99/month - For serious investors
    • 10 Crypto Portfolios
    • 10 Stocks Portfolios
    • Up to 25 holdings per portfolio
    • Advanced analytics
    • Dividend tracking
    • Priority email support
  • Elite Plan - $9.99/month - For professional traders
    • Unlimited Portfolios
    • Unlimited holdings
    • Real-time data updates
    • Advanced analytics & reports
    • Dividend forecasting
    • Priority phone support

For detailed information about features included in each plan, visit our Pricing Page.

Billing Cycles

EptaWealth offers both monthly and annual billing options:

  • Monthly: Your subscription renews every month on the same date you initially subscribed
  • Annual: Your subscription renews once a year, with a 20% discount compared to monthly billing

Payment Methods

EptaWealth accepts the following payment methods:

  • Credit Cards (Visa, Mastercard, American Express, Discover)
  • PayPal

Managing Your Subscription

You can manage your subscription from your account settings:

  1. Log in to your EptaWealth account
  2. Navigate to Account Settings
  3. Select the Subscription tab
  4. From here, you can:
    • View your current plan and billing cycle
    • Upgrade or downgrade your plan
    • Change your billing cycle (monthly/annual)
    • Update your payment method
    • View billing history and download invoices
    • Cancel your subscription

Cancellation Policy

You can cancel your subscription at any time:

  • When you cancel, you'll continue to have access to your paid features until the end of your current billing period
  • No refunds are provided for partial billing periods
  • After cancellation, your account will revert to the Free plan at the end of your billing period
  • Your data will be retained according to our data retention policy

Refund Policy

Our refund policy is as follows:

  • We offer a 14-day money-back guarantee for new subscriptions
  • If you're not satisfied with your subscription within the first 14 days, contact support for a full refund
  • After the 14-day period, refunds are considered on a case-by-case basis
  • Annual subscriptions may be eligible for partial refunds at our discretion

Common Billing Issues

Failed Payments

If your payment fails:

  • You'll receive an email notification
  • We'll attempt to process the payment again over the next few days
  • You can update your payment method in your account settings
  • If payment continues to fail, your account may be downgraded to the Free plan

Unexpected Charges

If you see a charge you don't recognize:

  • Check your billing history in your account settings
  • Look for auto-renewals of your subscription
  • Contact support if you need clarification on any charges

Need More Help?

If you have questions about billing or your subscription, please contact our support team for assistance. We're here to help ensure you have the right plan for your needs.