Upgrading your plan unlocks more features — deeper AI analysis, more report types, longer history, and additional advisory tools. You can move to a higher tier at any time from your Settings, and the change takes effect immediately once payment completes. This guide walks you through it.
💡 Tip — Who can use this Available to clients managing their own billing. Find it under Settings → Usage & Billing.
Quick reference
| Step | Action |
|---|---|
| 1 | Choose a higher tier and upgrade |
Step 1 — Choose a higher tier and upgrade
Click Settings in the sidebar, then open the Usage & Billing tab. In the plan section you'll see your Current Plan and, if you're not already on the top tier, a set of upgrade options showing the higher tiers available to you with their monthly price.
To upgrade:
- Pick the tier you want (for example, Partner or Executive).
- Click Upgrade to {Tier}.
- You'll be taken to the payment processor to complete the purchase securely.
- Once payment succeeds, your plan updates immediately and the new features are unlocked.
📝 Note — You can only move up You can upgrade to a higher tier (Access → Partner → Executive). Downgrading or cancelling is handled separately — contact your advisory partner or support if you need to discuss your plan.
⚠️ Warning — Firm-sponsored plans can't be upgraded here If your account is sponsored by your advisory firm, you'll see a "Plan Managed by Your Firm" notice instead of upgrade options. Plan changes go through your firm — contact them to adjust your tier.