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

 

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.

 

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 the Update Credit Card tab. Here is where you can update your information.

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.


Top
Preferences