Using Your StockCharts Account

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account [2023/08/01 20:31] (current)
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 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. 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.+Read on to learn how to get the most out of your StockCharts account.
  
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 ===== Your User ID and Password ===== ===== 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. 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.
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 +Your initial password can be changed to a new password of your choosing. The password must be between 7 and 20 characters in length. It may contain letters, numbers, and/or hyphens.
  
 ==== About Account Security ==== ==== 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**. 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**.
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 ===== Logging In and Logging Out ===== ===== Logging In and Logging Out =====
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 ==== Changing Your Password ==== ==== 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.+You can change your password from inside the [[https://​stockcharts.com/​youraccount|Your Account]] page by clicking the "Edit" link next to your password in the "​Account Details"​ section. Enter your new password in the "New Password"​ box. You'll need to re-enter your password in the "Confirm ​Password"​ box and then press the "Save and Update" 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. **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.
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 ==== Changing Your Email Address ==== ==== 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.+You can change your password from inside the [[https://​stockcharts.com/​youraccount|Your Account]] page by clicking the "Edit" link next to your email address in the "​Account Details"​ section. Enter your new email address into the "User ID" box, then press the "Save and Update" 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. **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.
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 ==== Updating Your Billing Info ==== ==== 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.+You can change your billing information from the [[https://​stockcharts.com/​youraccount|Your Account]] page by clicking the "​Update"​ link next to your payment method in the "​Account Details"​ section. Enter your new credit card or other payment ​information into the appropriate boxes and make sure the billing country and postal code are correct. ​We also need to collect your billing address to comply with US sales tax laws. When all the information has been updated, press the "​Submit"​ button to complete the process.
  
 ===== Managing Your Subscription ===== ===== Managing Your Subscription =====
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 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. 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 RenewalAnnual Renewal ​or Cancel Subscription. Click the "​Submit Changes"​ button to complete the process.+Your Automatic Renewal settings can be changed at any time by visiting the [[https://​stockcharts.com/​youraccount|Your Account]] page and clicking on the "Change" link next to Renewal Cycle in the "​Membership Details"​ section. You can choose Monthly Renewal ​or Annual Renewal. 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.+**Note:​** ​If you do not want your subscription ​to be automatically renewed on the expiration date, click the "​Cancel Accoun"​ button at the bottom of the "​Membership Details"​ sectionYour subscription will not be automatically renewed; your account will be canceled ​on your expiration date.
  
 ==== Upgrading Your Service Level ==== ==== 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.+Members can upgrade their current service level at any time on the [[https://​stockcharts.com/​youraccount|Your Account]] page. Just click on the "​Change"​ link next to your Service Level in the "​Membership Details"​ section. Then click the "​Upgrade"​ button for the appropriate service level and click "​Continue" ​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. During the 1-month free trial period at the start of a new subscription,​ members can upgrade (or downgrade) their account for free.
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 ==== Downgrading Your Service Level ==== ==== 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.+Members can downgrade their current service level at any time on the [[https://​stockcharts.com/​youraccount|Your Account]] page. Simply click on the "​Change"​ link next to your Service Level in the "​Membership Details"​ section. Then click the "​Downgrade"​ button for the appropriate service level, ​and click "​Continue" ​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. 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.
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 ==== Adding Data Plans ==== ==== 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"​.+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 "Add/​Remove"​ link next to your Data Plans in the "Membership Details section. Then click the "Add Plan" ​button next to any data plans you wish to addand 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. 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.
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 ==== Removing Data Plans ==== ==== 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"​.+Members can remove data plans from their account at any time on the [[https://​stockcharts.com/​youraccount|Your Account]] page. Simply click on the "Add/​Remove"​ link next to your Data Plans in the "Membership Details"​ section. Then uncheck ​the "Add Plan" ​button ​for any of the data plans you wish to removeand 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. 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.
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 ==== Cancelling Your Account ==== ==== 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.+You can cancel your account at any time by clicking on the "​Cancel Account"​ button at the bottom of the "Membership Details" ​section. The cancellation will take effect at the end of your billing month.
  
 **Step-by-Step Instructions:​** [[:​account:​cancelling|Cancelling Your Account]] **Step-by-Step Instructions:​** [[:​account:​cancelling|Cancelling Your Account]]
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 ===== Billing Policies and Procedures ===== ===== Billing Policies and Procedures =====
  
-Currently, we accept Visa, MasterCard, American Express and Discover. We are only able to accept online payments at this time.+Currently, we accept Visa, MasterCard, American Express and Discover ​credit cards, as well as PayPal, Venmo, and direct deposit via ACH. 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.+Your credit card or other payment method ​will be charged at the end of each billing period. For monthly renewal plans, ​you will be charged each month for your service plan fees (Basic/​Extra/​Pro). For annual renewal plans, ​you 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.+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 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. ​ 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. ​
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 ===== Viewing Previous Transactions ===== ===== 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.+You can view and print invoices for previous transactions from the [[https://​stockcharts.com/​youraccount|Your Account]] page. Simply click on the "See Transaction History" ​button in the "​Account Details"​ section ​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. 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.
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 ===== Other Account Settings ===== ===== Other Account Settings =====
  
-You can update your Market Message notification preferences and manage ​your ChartPacks from the [[https://​stockcharts.com/​youraccount|Your Account]] page.+You can also update your Market Message notification preferences and view your installed ​ChartPacks ​and StockChartsACP plug-ins ​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]] 
  
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