Wealthbox makes it easy for Account Owners to update their subscription plan directly within your account, so you can seamlessly switch to a plan that better fits your team’s needs. This article will guide you through the process and highlight what to do if you don’t see the option to change your plan.

Some Account Owners may not see the option to update their plan if they are under a specific commitment or agreement. In this case, please reach out to support@wealthbox.com for assistance and more information about upgrading.

Upgrading your Wealthbox plan

Note: Only Account Owners have the option to change the subscription plan

1. Log in to Wealthbox.

2. In the top-right corner, click the three stacked dots (⋮) and select “Settings.”

3. Click on Billing.

4. Click “Change” next to “Current Plan”.

You can then choose to upgrade your plan.