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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.
This will bring up the following window where you can change your email.
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.
To change your email, 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.
This will bring up the following window where you can change your password.
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.
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.
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:
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.
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.
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.
You can also print your billing history directly by clicking the Print button to the left of Export.
If you need to produce a PDF invoice for your Stock Rover subscription, you can access this by clicking on the down arrow next to your user name in the upper right hand corner of Stock Rover and then selecting Account Settings from the ensuing menu. From there you will want to select the Billing History tab and then click on the Invoice icon to download an invoice as shown below.
When you click on the Invoice icon, a PDF containing the invoice for the selected billing will be downloaded to your computer.
