What Happens When You Upgrade Your Plan
Upgrading moves your AlphaLedger account to a higher subscription tier. The available upgrade options are Free to Basic, Free to Pro, or Basic to Pro.
What each upgrade changes
Free to Basic
Upgrading from Free to Basic adds:
- Real-time updates for one connected account
- The full analytics dashboard
- Full leaderboard browsing access
- A shareable track record
- Access to the 90-day Funding Program path, subject to all other requirements
Free or Basic to Pro
Upgrading to Pro adds:
- Up to three connected accounts
- Public leaderboard listing for eligible strategies
- Access to the 30-day Funding Program path, subject to all other requirements
- Access to the Live US CPA Audit workflow for eligible accounts
- Institutional tools as they become available
The Live US CPA Audit remains a separate paid add-on. A Pro subscription does not include the $79 monthly audit add-on.
When the upgrade takes effect
Follow the upgrade flow in your AlphaLedger billing area. The checkout screen will show when access begins, the amount due, the billing period, and the next renewal date.
Do not rely on an assumed credit or prorated amount. The total shown at checkout is the amount that applies to your upgrade.
Before upgrading
Check:
- Which plan you selected
- Whether billing is monthly or annual
- The total amount due today
- The renewal date
- The number of accounts included
- Whether any existing add-ons will continue separately
Need help?
If the plan shown in AlphaLedger does not match your purchase, or the upgraded features do not become available after payment, contact AlphaLedger support and include the email address used at checkout and the name of the plan purchased.
