Account Management & Policies
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\\Account Types \\Add Ons \\Billing and Refund Policy \\Upgrading \\Downgrading \\Cancellation Instructions \\How Account Renewals Work \\1-on-1 User Training Sessions \\Professional vs Non-professional Investor Categorization
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Table of Content Contact TrendSpider support by the following methods Contact TrendSpider support by the following methods Note, our office hours are Monday-to-Friday from 9am to 5pm Central Time; all US Stock Market Holida...
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How To Cancel Service - Cancellation Instructions
Main Subscription Cancellation There are several easy ways to cancel your account: RECOMMENDED. Online. To cancel future renewal, login to TrendSpider and click on your name on the top right corner of the screen. In the menu that appears, click on Account & Settings. Next, on the dialog win... -
Renewals are a straightforward process: In order to ensure uninterupted service, all renewals are automatic by default. You may disable automated renewal at anytime inside of your account or contacting support. Your account will automatically renew every month, quarter, or year depending on the ...
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Account & Billing - Frequently Asked Questions 1. How can I upgrade my account to a higher plan? For step-by-step instructions on upgrading your account, please refer to our detailed walkthrough: Upgrading Your Account. 2. How can I downgrade my account to a lower plan? To learn how to down...
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You may cancel the automatic renewal of your TrendSpider account by contacting us via e-mail, telephone or live chat at any time. Trial fees are never refundable. Renewal fees for paid plans can be refunded only if requested within 72 hours of the charge. After 72 hours, all renewal fees are non...
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Add-ons for TrendSpider are available for purchase directly within the application or through the TrendSpider Store. These add-ons are billed separately from your base TrendSpider subscription. Sidekick Sidekick is a language model chat tool that allows you to have AI-powered market analyst and...
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The User Profile Menu displays a trader’s name and a dropdown list from which the users can access a wide array of functions and resources to make the best use of the TrendSpider platform. In this documentation, we will explore the role of each of the functions under the User Profile Menu, inclu...
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TrendSpider offers four subscription plans: Standard, Premium (our most popular), Enhanced, and Advanced. Each plan provides full access to all features, with higher-tier plans offering expanded core functionalities. For example, the Standard plan includes 5 workspaces, while the Advanced plan of...
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It's easy to upgrade your plan to access new features: Step 1: Log in to your TrendSpider Account and click on your name on the Top Right Corner to open the User Menu. Step 2: Select “Account & Settings” and this will open the Account & Settings Window. In this window, click on the Pl...
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You can easily downgrade your plan if you no longer require advanced features. Downgrade your account in a few easy steps: Step 1: Log in to your TrendSpider Account and click on your name on the Top Right Corner to open the User Menu. Step 2: Select “Account & Settings” and this will op...
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TrendSpider Software Trainings TrendSpider understands that the platform is a sophisticated application that may take time to get used to and understand. Training is provided to help jump-start your TrendSpider experience by showing you how the application works, helping you to customize it to m...
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How to Create TrendSpider Affiliate Account
Creating an Affiliate Account TrendSpider affiliate partners earn up to 30% recurring revenue for up to 12 months for each new customer referred through their tracking link or coupon code. Referral links track customers for 365 days, giving affiliate partners credit for referrals even if they d... -
How to Connect TrendSpider Affiliate Manager Account to TrendSpider Charting Account
Connecting your affiliate account with your charting account automatically embeds your affiliate link to the charts while sharing them. As a result, when other traders will view your shared charts, they will have your affiliate link to complete the sign-up process on TrendSpider. Whenever anothe... -
How to Use TrendSpider Affiliate Partner Account
Once accepted as a TrendSpider affiliate partner, you’ll have access to your Affiliate Partner Account, where all referral data and performance metrics are consolidated into a single dashboard for easy tracking and management. In this document, we will explain the purpose of different sections i... -
Two-factor Authentication (2FA)
On TrendSpider, you can set up Two-factor Authentication (2FA) to better protect your account. If you have 2FA enabled, then signing in to your TrendSpider account will not only require knowing your login and password, but will also require you to provide a one-off code obtained via one of the me...