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Frequently Asked Questions

Can I try the app for FREE?

Yes!, you can access all the paid features during the 7 day FREE trial.

Can I cancel my subscription?

Your subscription can be canceled up to 24 hours before the FREE trial expires, otherwise, you will be charged for the period that you have subscribed for.

Can I use the app for my client work?

Sure, our Pro plan includes client management tools and PDF report generation

Will my credit card be charged during the 7 day FREE trial?

No! your credit card will only be charged after the 7 day FREE trial period has passed

Can you help me get setup?

If needed, yes, we can help. However, what makes the Investment Pros app so great is its ease of use. Once you login, you'll know EXACTLY what to do.