Support

Last updated: October 31, 2026

Self-service help for the most common issues.

Billing

Cancel or change plan: open your profile settings while signed in and choose "Manage account & billing". Access continues until the end of the month you have paid for.
Refunds: subscriptions are paid one month at a time and fees are non-refundable, except where the law requires otherwise. See section 5 of our Terms of Service.
Failed payment: update your payment method in the Clerk profile Billing tab. Access is restored after payment succeeds.

Export your data: open profile settings and click "Download account export". You'll get a JSON file covering your account, saved portfolios, billing summary, and broker link status.
Delete your account: same page, "Request account deletion". Disconnect any linked broker first. Your data is removed within 30 days, as described in our Privacy Policy.
Sign-in trouble: use the "forgot password" link on the sign-in page.

Broker sync is read-only. We never place trades. If a holding looks wrong, refresh from the live portfolio panel. SnapTrade data may lag your broker, so check your broker for official balances and positions.
To unlink a broker, use the disconnect control in the live portfolio panel.

Scanner status badges (live / hybrid / seeded) show where the data comes from. Seeded means a provider is unavailable and the scanner is using modeled data, which should not be relied on for trading.
If the optionable ticker list looks stale, the daily refresh may have failed. It usually updates on the next scheduled run.