The report credits included in your monthly subscription expire at the end of the month. However, supplemental report credits do not expire and rollover from one month to the next.
For example, if your subscription is for 100 Fund Reports and you use 95 in your May billing month, the 5 unused credits don’t rollover until June. However if you use all 100 Fund Reports in May, then buy 10 supplemental credits that month but only use 4 of them that month, the 6 unused supplemental credits will rollover indefinitely until used.
Can I swap unused Fund Report credits for additional Portfolio Reports and vice versa?Stefan Sharkansky2023-04-18T10:55:49-07:00
No. A subscription is for fixed numbers of both types of reports. E.g. 100 Fund Reports and 20 Portfolio Reports per month. If, say, you use all 100 Fund Reports in a month, but only 10 Portfolio Reports, you cannot exchange the 10 unused Portfolio Reports for additional Fund Reports. If you hit your monthly limit of one type of report, but need more reports of that type, you may purchase supplemental report credits.
If I start with a Basic subscription can I try out some Portfolio Reports before I decide to upgrade to a Professional subscription?Stefan Sharkansky2023-04-18T11:22:45-07:00
Your new subscription will be effective with your next billing month (on the next date where your recurring monthly payment is charged). If you need more reports in the current month than are provided in your current plan, you can purchase supplemental report credits at the above link.