FundzKnowledge Base
Account

Payment Method

Add or update the card on file, choose monthly or annual billing, and find your invoices — all from your account.

Add or update your card

You can change the card on file at any time from your account settings. Updating it takes a few clicks and applies to your next charge.

  1. 1
    Log in to Fundz and open Account (bottom-left of the app).
  2. 2
    Find the billing section and choose to edit your payment method.
  3. 3
    Enter your new card details.
  4. 4
    Click Save to update the card on file.
Keep your card current
If a card expires or fails, update it here to avoid an interruption to your plan. Charges run automatically against whatever card is on file.

Monthly or annual billing

Fundz offers both monthly and annual billing on paid plans. Monthly gives you the flexibility to cancel anytime; annual lowers your effective rate — saving up to about 38% compared to paying month to month, and it does not rise on renewal. You choose the cadence when you subscribe, and you can review or change your plan later.

Monthly

Pay as you go and cancel anytime. Best if you want maximum flexibility.

Annual

Billed once a year at a reduced rate (billed annually; the rate does not rise on renewal). Best if you know Fundz is part of your workflow.
See current rates
Exact prices for Pro, Strategic, and Team — and the monthly-vs-annual savings — are on the Plans & Pricing page. To switch plans or change your billing cadence, see Manage Your Fundz Plan.

Invoices and receipts

Your billing history lives in the same account billing section. Receipts for each charge are sent to your account email, so check that inbox for monthly or annual invoices and confirmations.

Where invoices live

Open Account and look for your billing history alongside the payment method controls.

Secure processing

Card details are handled by an industry-standard payment processor and are not stored in full on Fundz servers.