Managing your plan and billing

You manage your plan from your MembersIntel account under Settings → Plan & Billing — your site connection isn’t affected when you switch. This section shows your current tier and lets you manage your subscription: update your card, view invoices, or cancel.

Plan & Billing in MembersIntel Settings, showing the current tier and a Manage billing button

Upgrading to Pro

Go to Settings → Plan & Billing and upgrade from there. Pro adds a daily-refreshed dashboard, deeper analysis over your full synced history, insight cards, and more — see Free vs. Pro for the full list.

Moving back to Free

You can move back to Free at any time from Settings → Plan & Billing. Your connected site and synced history stay intact — downgrading only changes what the advisor can access and how much you can use it, not your data.

What changing plans doesn’t touch

Your site connection — the MembersIntel Connect plugin keeps syncing regardless of plan.
Your synced history — it stays in your account through upgrades and downgrades.

For current plan details and pricing, see Settings → Plan & Billing in your MembersIntel account.

FAQ

Will I lose my data if I downgrade?

No. Your connected site and synced history stay intact. Downgrading only changes what the advisor can access and how much you can use it — not the data itself.

Can I change plans whenever I want?

Yes. Upgrade to Pro or move back to Free at any time from Settings → Plan & Billing. The change applies to your account, not your site connection.