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You will, however, be able to manually import files into your brokerage account or add transactions manually.
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Additionally, stock prices will no longer download for you. Direct Access will continue to work for your checking account, but it will stop working for the brokerage account. After your initial subscription, you decide to downgrade and renew at bronze tier.Īs an active subscriber you'll be able to use Cloud Sync (a bronze-level connected service).
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You also install our iOS app and use our connected service Cloud Sync to keep your data in sync across your devices.
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The first is a checking account (supported at the bronze tier) and the other is a brokerage account (supported at the silver tier). You set up two accounts via a Silver subscription, both use our connected service Direct Access. However, since downloading currency exchange rates is a connected service of the gold tier, this will stop working (you can still manually enter currency exchange rates). This means you can keep printing checks and add/edit/delete accounts in different currencies. If after your initial subscription, you decide to downgrade to Silver, you can still access check printing and multi-currency support. It also allows you toĭownload currency exchange rates (a connected service). The Gold tier includes two unique features - support for tracking accounts across multiple currencies and check printing. Changing Tiers Downgrading from Gold to Silver You will, however, no longer have access to our connected services and technical support.
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If you subscribe to any one of our tiers, but choose not to renew after you've paid for a year, you retain full access to your data, including the ability add, edit and delete data based on the highest paid for tier.
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