Using Your StockCharts Account

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 +====== Using Your StockCharts Account ======
  
 +In this page, we will cover all the basics of how to maintaining your StockCharts account, including everything from logging in to manage your subscription levels.
 +
 +Check out our overview video below or just read on to learn how to get the most out of your StockCharts account.
 +
 +<​html>​
 +<div class="​embed-responsive embed-responsive-16by9">​
 +<iframe src="​https://​player.vimeo.com/​video/​88697996"​ width="​640"​ height="​360"​ frameborder="​0"​ webkitallowfullscreen mozallowfullscreen allowfullscreen></​iframe>​
 +</​div>​
 +</​html>​
 +
 +===== Your User ID and Password =====
 +
 +Once your StockCharts account has been created, you will need to log in in order to begin using it. To do so, you need two pieces of information - your User ID and your password. Both of those items should have been sent to you via email immediately after you completed the sign-up process. If you did not receive that email, please contact our Support staff via the "​Contact Our Support Team" button on the right side of this page.
 +
 +==== About Account Security ====
 +
 +While we take every precaution to keep the information stored on our servers private, we cannot guarantee that information stored on our website is 100% secure. As a charting service, we strongly recommend that **highly valuable information like trading account numbers and passwords should NOT be stored on our website**. In addition, we strongly recommend that **members not re-use important passwords as their StockCharts password**.
 +
 +===== Logging In and Logging Out =====
 +
 +==== Logging In ====
 +
 +To log in to your account, click on the "Log In" link in the upper right corner of any of our web pages. You will then be prompted to enter your User ID and password.
 +
 +On the login page, you have the option to check a checkbox labeled "Log Me In Automatically Next Time". If you do so, we will save your User ID and Password in special "​cookies,"​ which are stored on your computer by your web browser. Then, the next time you visit StockCharts with that same browser, those cookies will be used to automatically log you in.
 +
 +If your login attempt is successful, you will then see Your Dashboard, which gives you full access to all of our charting and analysis tools.
 +
 +If you cannot remember your password, you can use our [[https://​stockcharts.com/​h-mem/​password.html|Password Retrieval Page]] and we will send it to you in an email. If you're still having trouble getting logged in, check out our [[:​trouble:​unable_to_log_in|Login Troubleshooting Guide]] for more suggestions.
 +
 +==== Logging Out ====
 +
 +To log out from your account, click your name or the person icon in the upper right corner of any web page, then choose "Log Out" in the dropdown menu. Logging out is not necessary if you are using a computer that can only be accessed by you, but it is recommended if you are using a shared computer, such as those in a public library.
 +
 +**Note:** If you log out manually by clicking the "Log Out" link, the "Log Me In Automatically"​ cookies are erased.
 +
 +===== Managing Your Account Settings =====
 +
 +After logging in, you can access the [[https://​stockcharts.com/​youraccount|Your Account]] page by clicking your name or the person icon in the upper right corner of our website, then choosing "Your Account"​ from the dropdown menu. This takes you to a page that allows you to review and change your account settings including your password, email address and billing information. You can also make changes to your membership, as well as view or print invoices.
 +
 +==== Changing Your Password ====
 +
 +You can change your password from inside the [[https://​stockcharts.com/​youraccount|Your Account]] page by clicking the "​Change Password"​ link on the right side. Enter your new password in the "Your New Password"​ box. You'll need to re-enter your password in the "​Retype Password"​ box and then press the "​Submit"​ button to complete the process.
 +
 +**Note:** If you change your password, the "Log Me In Automatically"​ feature will not work the next time you visit our website. You will need to log in manually with that checkbox checked in order to re-enable that feature.
 +
 +==== Changing Your Email Address ====
 +
 +You can change your password from inside the [[https://​stockcharts.com/​youraccount|Your Account]] page by clicking the "​Change User ID" link on the right side. Enter your new email address into the "Your New User ID" box, then press the "​Submit"​ button to complete the process.
 +
 +**Note:** Your email address is used as your StockCharts.com User ID. If you change your email address, your User ID also changes. If you change your email address, the "Log Me In Automatically"​ feature will not work the next time you visit our website. You will need to log in manually with that checkbox checked in order to re-enable that feature.
 +
 +==== Updating Your Billing Info ====
 +
 +You can change your billing information from the [[https://​stockcharts.com/​youraccount|Your Account]] page by clicking the "​Update Credit Card" link on the right side. Enter your new credit card information into the appropriate boxes and make sure the billing country and postal code are correct. Then, press the "​Submit"​ button to complete the process.
 +
 +===== Managing Your Subscription =====
 +
 +Subscriptions to StockCharts.com are valid for a given period of time, based on the amount of time you have paid for. The expiration date for your subscription is displayed on the [[https://​stockcharts.com/​youraccount|Your Account]] page. 
 +
 +==== Automatic Renewal ====
 +
 +Automatic Renewal ensures that your account will always be available and that your charts and settings will never be deleted.
 +
 +By default, your account is configured for automatic renewal. When the account is about to expire, we automatically renew the account for the **same duration** and **same service level** as the last time the account was renewed. Several days before we auto-renew an annual renewal account, we send out an email reminder explaining what will happen.
 +
 +Your Automatic Renewal settings can be changed at any time by visiting the [[https://​stockcharts.com/​youraccount|Your Account]] page and clicking on the "​Auto-Renew Preferences"​ link on the right side of the page. You can choose Monthly Renewal, Annual Renewal or Cancel Subscription. Click the "​Submit Changes"​ button to complete the process.
 +
 +**Note:** Turning off Automatic Renewal effectively cancels your subscription. Either Monthly Renewal or Annual Renewal must be enabled on your expiration date in order to renew your subscription.
 +
 +==== Upgrading Your Service Level ====
 +
 +Members can upgrade their current service level at any time on the [[https://​stockcharts.com/​youraccount|Your Account]] page. Just click on the "​Change Service Level" link on the right side of the page, then click the "​Upgrade"​ button for the appropriate service level in order to complete your desired change.
 +
 +During the 1-month free trial period at the start of a new subscription,​ members can upgrade (or downgrade) their account for free.
 +
 +We charge a fee for upgrading an existing account. The fee is essentially equal to the prorated difference in cost between the original service level and the new service level. The exact cost of the upgrade is displayed after the "​Upgrade"​ button is pressed.
 +
 +==== Downgrading Your Service Level ====
 +
 +Members can downgrade their current service level at any time on the [[https://​stockcharts.com/​youraccount|Your Account]] page. Simply click on the "​Change Service Level" link on the right side of the page, then click the "​Downgrade"​ button for the appropriate service level, in order to change your service level.
 +
 +If you downgrade your account, the downgrade will take effect at the end of your billing month. No refunds will be issued for the current partially-used month of service.
 +
 +**Note:** If you downgrade to our Basic service level, you will be prompted for the name of the ChartList which you wish to use as your single Basic ChartList. Make sure that all of the charts you wish to keep are stored in the ChartList you select before completing the downgrade process. Charts stored in other ChartLists will be deleted once the downgrade is complete.
 +
 +==== Adding Data Plans ====
 +
 +Members can add new data plans to their account at any time on the [[https://​stockcharts.com/​youraccount|Your Account]] page. Simply click on the "​Manage Data Plans" link on the right side of the page, then check the "​Real-Time Data" option for the data plan you want to add and click "​Continue"​.
 +
 +We charge a fee for adding a real-time data plan to an existing account. The fee is essentially equal to the pro-rated cost of the data plan for the number of days left in your billing cycle. The exact cost of the change is displayed after the "​Continue"​ button is pressed.
 +
 +==== Removing Data Plans ====
 +
 +Members can remove data plans from their account at any time on the [[https://​stockcharts.com/​youraccount|Your Account]] page. Simply click on the "​Manage Data Plans" link on the right side of the page, then check the "​Delayed Data" option for the data plan you want to remove and click "​Continue"​.
 +
 +If you downgrade your account, the downgrade will take effect at the end of your billing month. No refunds will be issued for the removed data plan.
 +
 +==== Cancelling Your Account ====
 +
 +You can cancel your account at any time by clicking on the "​Cancel Your Account"​ button at the bottom of the "Your Account"​ page. The cancellation will take effect at the end of your billing month.
 +
 +**Step-by-Step Instructions:​** [[:​account:​cancelling|Cancelling Your Account]]
 +
 +==== Reactivating an Expired Account ====
 +
 +If your account expires before you are able to renew it, you will have 30 days to reactivate your account before we remove your saved charts, scans, and settings from our system. To reactivate an expired account, attempt to log in to the site as usual. You will see a message that your account has expired, with a link to a page where you can reactivate your account. Click the link, then follow the instructions to complete the reactivation process.
 +
 +===== Billing Policies and Procedures =====
 +
 +Currently, we accept Visa, MasterCard, American Express and Discover. We are only able to accept online payments at this time.
 +
 +Your credit card will be charged at the end of each billing period. For monthly renewal plans, your card will be charged each month for your service plan fees (Basic/​Extra/​Pro). For annual renewal plans, your card will be charged once a year for your service plan fees.
 +
 +If you subscribe to any real-time data plans, they will always be billed monthly, even if your service plan is set up for annual renewal. Data plans are billed separately from service plans, so **data plan fees will always show up on your credit card statement as a separate charge**. This means that monthly service plan subscribers will see two charges on their credit card statement each month; one for the service plan fees and another for the data plan fees. Annual service plan subscribers will see one charge per //year// for the service plan fees, plus one charge per //month// for the data plan fees.
 +
 +Unless canceled, both service plans and data plans renew automatically at the end of each billing period. If canceled, annual service plans may be eligible for a refund of any unused whole months of service. **Monthly service plan charges and all data plan charges are nonrefundable**. Please see our [[:​policies:​refund_policy|Refund Policy]] for more information. ​
 +
 +===== Viewing Previous Transactions =====
 +
 +You can view and print invoices for previous transactions from the [[https://​stockcharts.com/​youraccount|Your Account]] page. Simply click on the "View Transactions"​ link on the right side of the page to see a list of your previous transactions.
 +
 +Click the "Get Invoice"​ button to view the invoice for a particular order. To generate a combined invoice for multiple transactions,​ select a start and end date range below the list of transactions,​ then click the "​Generate Invoice"​ button.
 +
 +If you would like to print the invoice after it has been created, click the "Print Invoice"​ button on the invoice page.
 +
 +===== Other Account Settings =====
 +
 +You can update your Market Message notification preferences and manage your ChartPacks from the [[https://​stockcharts.com/​youraccount|Your Account]] page.
 +
 +===== Additional Resources =====
 +
 +==== Videos ====
 +  * [[https://​stockcharts.com/​videos/?​fv=usvs-ah-loginlearnsupport|Log-in,​ Learning and Support]]
 +
 +----
 +
 +**Next Up »**  [[:​chartlists|ChartLists and ChartPacks]]