> ## Documentation Index
> Fetch the complete documentation index at: https://docs.copyflock.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage your subscription

> Change your plan or billing period, update your card, download invoices, cancel your subscription and request a refund.

Manage everything on the **Billing** page of the dashboard. It shows your plan, its status, how many accounts it allows, the price and your next renewal or trial end date.

## Change your plan

Each connected account, lead included, uses one seat on your plan: up to 10 on Starter, up to 20 on Pro, and up to 200 on Unlimited. See [Free trial and pricing](/billing/free-trial).

1. On the **Billing** page, under **Change plan**, choose **Monthly** or **Yearly** and the plan you want.
2. Click **Switch to** the new plan or billing period, check the amount and confirm.

* **Moving to a bigger plan:** you pay now, less the unused time on your current plan. The extra accounts are available right away.
* **Moving to a smaller plan:** the change takes effect now, and the unused time is credited against your next bill.
* **Switching between monthly and yearly:** you pay for the new period now, less the unused time on your current one.
* You can't move to a plan that allows fewer accounts than you have connected. [Remove accounts](/dashboard/managing-accounts#remove-an-account) on the **Accounts** page first.

During the free trial, you can change the plan that starts when the trial ends. Nothing is charged until then, and the trial itself covers 2 accounts.

## Update your card or download invoices

On the **Billing** page, click **Manage billing**. This opens a secure billing portal where you can update your payment method and see your invoices.

## Cancel your subscription

Click **Manage billing** on the **Billing** page and cancel your plan.

* Your subscription stays active until the end of the current monthly or yearly period. Copying continues until then.
* The **Billing** page shows **Cancels at period end** and the date your access ends.
* After that, copying stops. Your accounts and settings are kept, so you can pick a plan again later and carry on.

<Note>
  Cancelling doesn't close any positions. Make sure your accounts are where you want them before your access ends.
</Note>

## If a payment fails

If a payment fails, the **Billing** page shows **Payment overdue** or **Unpaid**. Update your card through **Manage billing**. While your subscription isn't active, accounts can't copy or be changed.

## Refunds

The free trial lets you test CopyFlock before you pay, so fees are generally non-refundable, and there are no prorated refunds for unused time. We do refund:

* duplicate charges and other billing errors on our side,
* charges made after you cancelled, if you cancelled before the renewal date,
* any amount we're required to refund by law.

Refunds never cover trading losses, failed evaluations, denied payouts, or fees from brokers, prop firms or platforms.

To request a refund, email [support@copyflock.com](mailto:support@copyflock.com) from the address on your account within 30 days of the charge. Include the date and amount. Read the full [refund policy](https://copyflock.com/refund-policy).


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