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How do I change my subscription or plan?

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Written by Brooke Schuyler

You can change your subscription or plan in a few different ways.

For a more detailed walkthrough, please refer to the following page.

Through the “Edit Commodities” Button

You can click on “Edit Commodities” in the top left corner of the side navigation - it’s a big blue button. Once you click on it, on the left side panel, you will see your current plan. If you would like to update it, you can click on the “update” button. Once you click on “update”, it will bring you to the “Manage your plan” screen, where you can choose between the Basic, Business or Business Plus plans. If you are subscribed to a bundle or exchange-traded commodities, you can see this here as well.

You can also change your subscription through adding or removing commodities. If you add more commodities than your plan allows, you will be prompted to upgrade. You will also be prompted to upgrade if you add a premium commodity you are not currently subscribed to. In the same manner, you are able to remove commodities and then downgrade your plan.

Through your account settings

On the left side navigation, in the bottom left corner, you will see an user icon that represents account settings. If you hover over it, it will say “Account settings”. Click on the icon, and then “account settings” and you will be brought to your user profile.

From your user profile, on the right hand side, there will be a widget that shows you your current plan. If you’d like to update it, click “Update”. Once you click on “update”, it will bring you to the “Manage your plan” screen, where you can choose between the Basic, Business or Business Plus plans. If you are subscribed to a bundle or exchange-traded commodities, you can see this here as well. If you want to update your plan by adding or removing commodities, you will have to do this through the “Edit Commodities” button on the main screen.

You can also click on “Billing and Plans” in the side navigation once you have reached your account settings. From here, you can update your plan, cancel your plan, add a payment method, update billing information and see prior bills.

Through your account manager

If you would rather go through a person to update your account, that is easy as well. Just reach out to your account manager or hello@helios.sc and someone will be able to help you upgrade your account, edit billing information, and more. If you pay through invoices or another system other than stripe, this is the best way to manage your billing and account.

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