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Frequently asked questions.
Can I cancel my Pro subscription at any time?
Yes. Cancel from your account settings at any time. You keep Pro access until the end of your billing period — no questions asked.
Is there a free trial for Pro?
The Free tier gives you a real taste of the platform. We don't offer a time-limited trial, but the Free plan has no expiry — take your time.
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Do you offer team or institutional plans?
Not yet — individual subscriptions only for now. Enterprise pricing is on our roadmap for late 2026. Contact us if you're interested.
What SEC filings does Wealthfile cover?
Form 4 (insider transactions), 13F (institutional holdings), 8-K (material events), 10-K and 10-Q for Deep SEC posts. Coverage is ongoing and expanding.
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