You can change your Tradecopia plan at any time — either through your account on the Tradecopia portal, or by contacting the Tradecopia support team.

You might need this article if:

Option 1 — Self-serve via the portal

Option 2 — Contact the team

If you would prefer help with the change, contact the Tradecopia support team and we will handle it.

The outcome depends on which direction you are switching.

Moving to or between cloud plans (Pro+ Lite or Pro+):
Your existing settings — copy groups, broker connections, and risk configuration — are migrated into the new plan. You do not need to set things up from scratch.

Moving from a cloud plan back to the Pro desktop plan:
Cloud-to-desktop moves require reconfiguration in the desktop app after you install it. Your cloud instance settings are not transferred to the desktop environment.

Any move to or between cloud plans results in a new welcome email with a dedicated access URL (FQDN) for your new instance. This applies whether you are:

Use the URL in the welcome email to access your new environment. If your settings were migrated, you will find everything ready once you log in.

Note: Keep an eye on your inbox after confirming the plan change — the welcome email with your new URL is how you access your new instance.

We recommend switching plans at the end of your current billing period to avoid overlap. Your current plan remains active until the period ends, then the new plan activates.

If you want to switch while your subscription is still active mid-cycle, contact the Tradecopia support team. The team will look into the timing personally and confirm what applies in your situation.