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.

Changing your plan moves you to a new instance, and your settings do not carry over automatically. You set up your copy groups, broker connections, and risk configuration again on the new plan. This is a one-time setup on the new instance.

This applies to every plan change, because each one gives you a new environment:

This is different from simply logging in from another device. On the web plans, your settings live in your web instance, not on your device. As long as you stay on the same plan, you can log in from another computer, your phone, or a different location, and your copy groups, broker connections, and configuration are all still there. Reconfiguration is only needed when your plan changes and a new instance is created.

Any move to or between web 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. Once you log in, set up your copy groups, broker connections, and risk configuration for the new instance.

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.