Upgrading When Your Balance Exceeds Your Current Plan

1. Automatic Balance Checks

   We periodically check your account balance to ensure you’re on the correct subscription tier. If your balance exceeds the limit for your current plan, you’ll receive an email or in-app notification prompting you to upgrade within a grace period (e.g., 5–7 days).

2. Seamless Plan Upgrade

   • Monthly Subscribers:

     Your new plan starts immediately. You’ll be billed at the higher plan’s rate on your next monthly billing date (or pay a pro-rated amount if you upgrade mid-billing-cycle).

   • Yearly Subscribers:

     If you paid annually, we offer a pro-rated credit for the unused portion of your old plan, which is applied toward the cost of the new plan. This way, you only pay the difference for the remaining months in the year.

3. Grace Period to Upgrade

   You can temporarily remain on your current plan until the grace period ends. Afterward, trades may be paused or restricted unless you switch to the appropriate plan.

4. Communication & Support

   Our support team is on standby to help you through the process—no hidden fees or complicated forms. We’ll walk you through every step to ensure a smooth upgrade.

Example Scenario: Yearly Basic Plan Upgrade in Month 3

Situation:

• You subscribed to the Basic Yearly Plan at $390 (covering 12 months).
• In the 3rd month, your account balance grows above $1,000, making you eligible for the Pro Plan.

How We Handle It:

1. Balance Check & Notification

   We detect your account balance has exceeded $1,000 and send a notification that you need to move to the Pro Plan.

2. Pro-Rated Upgrade

   • You have used 3 months of your Basic yearly plan.
   • We credit you for the remaining 9 months (i.e., the unused portion of the $390).
   • We then apply this credit toward the Pro Yearly Plan (normally $990, if you are using the “monthly × 10” pricing structure).
   • You only pay the difference for the rest of the term (the remaining 9 months).

3. Immediate Access

   Once the upgrade is confirmed, your account automatically switches to Pro Plan features. You continue trading uninterrupted while staying within the correct subscription tier.

4. Flexible Options

   • Option A: Pay the pro-rated difference now and keep a yearly subscription.
   • Option B: Switch to the monthly Pro Plan for $99/month after applying the credit for the unused portion of your Basic yearly plan.

Benefits of This Approach

• Fair & Transparent: You’re never paying double for the same period; the system credits what you haven’t used.
• No Service Interruptions: Upgrading is instant, so your automation stays uninterrupted.
• Flexible: Choose whether to remain on a yearly plan or switch to monthly after the upgrade, based on your preferences.