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.
- 1Log in to Fundz and open Account (bottom-left of the app).
- 2Find the billing section and choose to edit your payment method.
- 3Enter your new card details.
- 4Click 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 34% compared to paying month to month. 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 (first-year intro pricing; renews higher). 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.