If you do not have an ISA, you can downgrade to the free Basic plan at any time by heading to:
“Portfolio” > 👤 Profile icon > ‘Manage your plan’ > “Change your plan”. > Scroll across to the Basic plan and tap ‘Confirm’.
If you have an ISA, you’ll need to either:
Transfer out your ISA to another provider;
Close the ISA.
Once you have downgraded in the app, your account will be automatically downgraded to your chosen plan when your current billing cycle ends.
If your existing plan is annual and you want to make a downgrade before the end of the current billing cycle:
You will need to request this by contacting us at [email protected] or via in-app chat.
To access support tap on the 👤 Profile icon in-app via your “Portfolio” screen, and tap “Contact us”.
The subscription fee for any unused portion of the existing billing cycle will be credited to you, minus any annual discount you have benefitted from and an administration fee of £5. Any remaining amount of credit will be repaid to your payment card.