How do I upgrade or change my Fincanva subscription plan?

Modified on Mon, 14 Apr at 8:32 PM

Upgrading your Fincanva subscription gives you access to more powerful tools like simulations, portfolio models, and advanced analytics. Whether you're moving from Free to Starter or Advanced to Ultimate, the upgrade process is quick and seamless.

  1. Go to your Account page in Fincanva.

  2. Navigate to the Subscription and Billing section.

  3. Click the Go to Stripe button to open your Stripe customer portal.

  4. In the Stripe portal, select the plan you want to upgrade to.

  5. Confirm your selection.

Your upgrade takes effect immediately, and you’ll be invoiced only the difference between your current plan and the new one. You’ll get instant access to all the new features included in your upgraded tier.

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