How to Cancel AdvisorEngine

To cancel your AdvisorEngine product subscription, follow these steps:

Cancellation Process

• Review and Agree to Terms: Ensure you understand that continued use of the service after any changes to the terms constitutes acceptance of those changes. If you do not agree to the amended terms, you must stop using the service.

Steps to Cancel

• Access Your Account: Log in to your AdvisorEngine account.
• Navigate to Account Settings: You need to access your account settings, which may be found in a dropdown menu behind your photo in the top right corner of the page.
• Cancel Membership: Look for the option to cancel your membership within the account settings. You can click on the link provided to initiate the cancellation process.

Important Considerations

• Notice Period: Ensure that your cancellation request is received at least 15 days prior to your next billing date to avoid a final charge and subsequent term of membership. This requirement does not apply if you are within the 14-day free trial period, during which you can cancel at any time.
• Non-Refundable: Note that AdvisorEngine services are non-refundable, and you will not receive partial refunds for unused portions of your membership. You will maintain access to the services until the end of your current billing cycle.

Confirmation

• Email Notification: AdvisorEngine may notify you of the cancellation via email. It is advisable to retain any confirmation email as a record of your cancellation.

By following these steps, you can effectively cancel your AdvisorEngine product subscription. If you encounter any issues or need further assistance, you can contact AdvisorEngine’s support specialists via phone at 866.586.9873 (option 1) or email at [email protected].