Upgrading Your Plan
Unlock more features and capabilities by upgrading to a higher-tier subscription plan.
From Your Account Settings
- Log in to your Ascentia account
- Click on your profile icon in the top right corner
- Select "Account Settings" from the dropdown menu
- Navigate to the "Subscription" tab
- Click "Upgrade Plan" button
- Choose your desired plan (Pro or Enterprise)
- Select monthly or annual billing
- Review the pricing and features
- Click "Confirm Upgrade"
- Enter payment information if not already on file
- Complete the upgrade process
From the Pricing Page
- Visit the Pricing page while logged in
- Compare plan features and select your desired tier
- Click "Upgrade Now" on your chosen plan
- Review the upgrade details and pricing
- Confirm your selection and complete payment
Immediate Access
When you upgrade, you gain immediate access to all features of your new plan. There's no waiting period - start using advanced analytics, Ascentio AI, and unlimited trades right away.
Prorated Billing
You'll only pay for the remaining time in your current billing cycle at the new plan rate. For example:
- If you're 15 days into a monthly Basic plan and upgrade to Pro, you'll be charged a prorated amount for the remaining 15 days
- Your next full billing cycle will charge the complete Pro plan price
- Any unused credit from your previous plan is automatically applied
Billing Cycle Alignment
Your billing date remains the same after upgrading. If you were billed on the 1st of each month on Basic, you'll continue to be billed on the 1st after upgrading to Pro.
From Basic to Pro
- Unlimited Trades: No more 50 trade monthly limit
- Ascentio AI: Full access to AI-powered insights and recommendations
- Advanced Analytics: Comprehensive performance metrics and visualizations
- Broker Integration: Auto-import trades from supported brokers
- Data Export: Export your data in CSV and PDF formats
- Custom Tags: Create unlimited custom tags for organization
- Priority Support: Faster response times (24 hours vs 48 hours)
From Pro to Enterprise
- Multi-User Access: Add team members with role-based permissions
- API Access: Integrate with your own tools and systems
- Custom Integrations: Connect to any broker or data source
- Advanced Reporting: Custom reports tailored to your needs
- Dedicated Support: Phone support and dedicated account manager
- White-Label Options: Brand customization for your firm
- SLA Guarantee: 99.9% uptime commitment
When you upgrade, all your existing data is preserved:
- All trades and journal entries remain accessible
- Historical analytics and performance data is retained
- Custom tags, notes, and screenshots are preserved
- Account settings and preferences stay the same
- Connected broker integrations continue working
The only change is that you'll have access to additional features and capabilities based on your new plan tier.
Monthly to Annual
Save 17% by switching to annual billing. When you switch:
- You'll be charged the annual rate immediately
- Any remaining credit from your monthly subscription is applied
- Your new annual billing cycle begins immediately
- You'll save approximately 2 months worth of subscription fees
Annual to Monthly
If you prefer monthly billing:
- The change takes effect at the end of your current annual period
- You'll continue to have access for the remainder of your paid year
- Monthly billing begins on your next renewal date
- No refunds are provided for unused annual subscription time
Upgrading to Enterprise requires a consultation with our sales team to ensure we configure the plan to meet your specific needs.
Enterprise Upgrade Process
- Click "Contact Sales" on the Enterprise plan card
- Fill out the contact form with your requirements
- Schedule a consultation call with our team
- Discuss your needs, team size, and custom requirements
- Receive a custom quote based on your specifications
- Review and sign the Enterprise agreement
- Our team will configure your account with Enterprise features
- Receive onboarding and training for your team
Enterprise Features Setup
After upgrading to Enterprise, our team will help you:
- Set up multi-user access and permissions
- Configure custom integrations and API access
- Implement white-label branding if desired
- Train your team on advanced features
- Establish support channels and SLA agreements
Can I upgrade in the middle of my billing cycle?
Yes! You can upgrade at any time. You'll be charged a prorated amount for the remainder of your current billing cycle, and your new plan features activate immediately.
Will I lose my data when upgrading?
No, all your data is preserved when you upgrade. Your trades, notes, analytics, and settings remain intact.
Can I downgrade later if I want to?
Yes, you can downgrade at any time. The downgrade takes effect at the start of your next billing cycle, so you can continue using your current plan's features until then.
Do I need to update my payment method?
If you already have a payment method on file, it will be used for the upgrade. You only need to add or update payment information if you don't have one saved or want to use a different method.
What if I'm on a free trial?
You can upgrade from a free trial at any time. Your trial will end, and you'll be charged for your chosen plan. The time remaining on your trial is not refunded or credited.