Modifying your Current Subscription Plan

🔁 How to Upgrade or Downgrade Your Annuities Genius Subscription

If you’d like to change your subscription plan (either upgrade or downgrade), follow the steps below.

Please note: you must be logged into your Annuities Genius dashboard to make these changes.

🧭 Step-by-Step Instructions:

Log in to your Annuities Genius account:

https://app.annuitiesgenius.com

Access Your Profile Menu:
- On desktop: Click your name in the top-right corner of the dashboard. A dropdown menu will appear.
- On mobile or tablet: You may not see your name. Instead, click the circular gray icon (with either your profile picture or a default person icon) in the top-right corner to open the dropdown menu.
  
  Navigate to Billing:
- In the dropdown menu, click "Billing" (you’ll see a small credit card icon next to it).
- Or go directly to: https://app.annuitiesgenius.com/billing-portal
  
  View Your Current Plan:
- At the top of the Billing page, you'll see your Current Subscription Plan, based on your account type (e.g., Independent or Organization).

Choose a New Plan:
Click “Change Subscription Plan.”
Use the Monthly/Yearly toggle to switch between billing cycles.
Review the available plans, what’s included in each, and select the one that best fits your
needs.

Confirm Your Selection:

Click the "Subscribe" button under the plan you want.
Your account will be automatically updated and prorated based on your current billing cycle.

📅 Planning a Future Change?

If you’d like your subscription changes (upgrade/downgrade) to take effect at the start of your next billing cycle instead of immediately that adjustment can’t be made through the dashboard.

Please contact us directly so we can schedule the change on your behalf.

🔧 Need Help?

If you have questions, need help with timing, or want to make future-dated changes, contact our support team:

📧 Email: support@annuitiesgenius.com

💬 Live Chat: Available in your dashboard

📞 Call: (949) 600-7707

We’re happy to assist!