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Billing

As a user, you can manage and upgrade your WealthSmyth subscription or update your payment details by clicking your name > Manage plan.


Manage Plan

  1. Click Subscription and note your Current Plan (gray button).

  2. Click Monthly Billing or Annual Billing as preferred

  3. Click Select Plan on your desired new plan (blue buttons)

Cancel Plan

You can Cancel your WealthSmyth subscription from the bottom of the page.

Billing

View your billing history and update your payment details—all in one place.

Change Your Subscription

  1. Click Billing in the left nav to show the Manage Subscriptions popup

  2. Select your current subscription

3. Choose Edit Subscription

4. Click Change

5. Choose your desired Subscription from the drop down list

6. Choose your desired billing frequency. Save money when you choose a Yearly billing plan.

Change Your Payment Method

  1. Click Billing in the left nav to show the Manage Subscriptions popup

  2. Select Payment Methods

3. Select the arrow to the right of the word Primary to update your existing card on file.

4. Add a Backup Card to ensure continued service in case your primary card expires or fails to process.

Trials

Currently, WealthSmyth access is available by invitation only.

  1. WealthSmyth Support may invite any eligible user, most typically Executive Marketing Directors and up.

  2. Current users may invite their Downline Team members.

Free 14-Day Trial

All users start with a free 14-day trial of WealthSmyth Professional — no credit card required.

1. Click Activate Now in the blue trial bar at top of page

2. Click Select Plan for your desired Subscription Level

3. Follow the instructions to add your credit card. Your card will not be charged until after the trial ends. Users may cancel anytime before your trial expires.

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