Account Settings

Change Your Password

To change your password, go to the dropdown menu with your account name found in the top righthand corner of the Stock Rover screen. Select the Account Settings menu item.

account settings

This will bring up the following window where you can change your password.

account settings

You can also update your contact information through this window.

Note here you can all see the number of portfolios, watchlists, and screeners that in use compared to the maximum limits.

account settings

Change Your Email Address

To change your email, go to the dropdown menu with your account name found in the top righthand corner of the Stock Rover screen. Select the Account Settings menu item.

account settings

This will bring up the following window where you can change your email.

account settings

Change Your Phone Number and Carrier

To update your number or phone carrier, go to the dropdown menu with your account name found in the top righthand corner of the Stock Rover screen. Select the Account Settings menu item.

account settings

This will bring up the following window where you can change your phone number or phone carrier.

account settings

Update Email Preferences

To change your email preferences, go to the dropdown menu with your account name found in the top righthand corner of the Stock Rover screen. Select the Account Settings menu item, and then the Email Notifications tab.

changing email preferences

Email Notifications allows you to configure what kinds of emails you want to receive from Stock Rover. You can opt to receive Performance Report emails for your portfolios and/or watchlists on a daily, weekly, or monthly basis. You can also choose which kinds of Stock Rover news emails you’d like to receive. By default, you are subscribed to our Weekly Newsletters, Product Updates, and Webinar reminder emails. Uncheck the boxes for any notifications you do not wish to receive. Please allow 7-10 days for your webinar, newsletter, and product email preferences to be processed.

Note that even if you unsubscribe from our news emails, you will still receive emails regarding important account update information, such as a password change or a subscription plan change.

Change Your Plan

To change or cancel your plan, go to the dropdown menu with your account name found in the top righthand corner of the Stock Rover screen. Select the Account Settings menu item and then the Change Plan tab.

If you are a Free user, you will be taken to our website where you can sign up for a monthly, yearly, or 2-year Premium plan. If you are already a Premium user, this will open a window where you can change your plan:

plan change

A Stock Rover team member will email you to confirm and implement your requested change. If you have canceled a Premium subscription, you will continue to have use of Premium features through the paid period. After that, your account will revert to a Free account. As a reminder, we do not issue refunds.

Change Your Payment Method

Stock Rover supports paying via credit card or PayPal. To change your payment method, go to the dropdown menu with your account name found in the top righthand corner of the Stock Rover screen. Select the Account Settings menu item and then select the Update Payment Method tab. Then click on the Change Your Payment Method button.

Credit Card

Then select Card or PayPal as seen in the screenshot below.

Credit Card

Then make the card changes or PayPal changes, and click Save Changes.

Update Credit Card

To update your credit card, go to the dropdown menu with your account name found in the top righthand corner of the Stock Rover screen. Select the Account Settings menu item and then select the Update Payment Method tab. Then click on the Change Your Payment Method button.

Credit Card

Then select Card as seen in the screenshot below.

Credit Card

Here you can make the card changes, then click Save Changes.

Credit Card

View and Download Billing History

To view and download your billing history, go to the dropdown menu with your account name found in the top righthand corner of the Stock Rover screen. Select the Account Settings menu item and then the Billing History tab. To export your billing history as a CSV file, click the Export button, circled below.

export billing history

You can also print your billing history directly by clicking the Print button to the left of Export.

Download Invoice

If you need to produce a PDF invoice for your Stock Rover subscription, you can access this by clicking on the down arrow next to your user name in the upper right hand corner of Stock Rover and then selecting Account Settings from the ensuing menu. From there you will want to select the Billing History tab and then click on the Invoice icon to download an invoice as shown below.

Generate Invoice

When you click on the Invoice icon, a PDF containing the invoice for the selected billing will be downloaded to your computer.


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