Billing Help
      Back to home
      1. Help Center
      2. Billing Help

      How do I change my account subscription?

      Learn how to upgrade, downgrade, or cancel your DNA subscription.

      Whom does this apply to?

      • An admin account with an active subscription that matches one of the following plans:
        • Financial DNA subscribers
        • Business DNA subscribers
        • DNA Consultant Partners

      How to upgrade your account subscription

      There is a two-step process to upgrade your account. If you are in a hurry and aren’t able to follow these steps on your own, you can create a case with our support team and they can assist you with your upgrade. If you would like to upgrade your account subscription, you can do so by logging into your DNA account and navigating to the Subscriptions panel.

      1. First, you will need to change your subscription
        1. First, open the billing portal. To do this, select: Settings > Subscriptions > Manage Subscription > (a new tab will open)
        2. Choose “Change Plan”
          1. Select the plan you wish to upgrade to. You will only be able to upgrade to plans that are in the same brand as your current plan. For instance, Financial DNA users can only upgrade to Financial plans, and vice versa for Business DNA.
          2. Select Preview Change
          3. Select Confirm
      2. Next, on the billing portal, you will need to upgrade all the user seats you have for your subscription (from the old plan to the new plan).
        1. To do this, select Configure
        2. Allocate the correct number of Users and Staff users you need for your account

      How to downgrade your account subscription

      Downgrading your account can be managed by your account administrator by following the steps below. To begin this process, please follow the steps below. The account administrator will receive an email regarding the request.

      Please submit a case with information on:

      • Your Account Name and Account ID (you can find this on the Settings > Your Account page)
      • The subscription plan you currently have
      • The subscription plan you wish to change to

      Our team will process this request and migrate any user seats you currently have allotted in your account to the new plan.

      How to cancel your account subscription

      To ensure the cancellation of your DNA account is addressed promptly, please have the account administrator follow the steps below specific to your account type. The account administrator will receive a confirmation email once the cancellation has been processed.

      Please submit a case with information on:

      • Your Account Name and Account ID (you can find this on the Settings > Your Account page)
      • The subscription plan you wish to cancel