summary: how to switch from the all access plan to the essential plan — step-by-step walkthrough, what to expect with billing, and what to do if the downgrade option isn't showing up.

if you're on the all access plan and want to step down to essential — maybe you're done with algos for now, or you'd rather focus on reports and manual trading — you can do it from your account settings. here's the full walkthrough.

1. click your profile icon in the top right corner of edgeful.

2. select manage account.

3. click the membership tab.

4. click cancel now.

5. on the next screen, select "I want to keep edgeful, just not algos" — this downgrades you to the essential plan instead of cancelling entirely.

that's it. once you confirm, you'll keep full all access features — algos, algo analyzer, automated execution — through the end of your current billing period. after that, your account switches to the essential plan automatically.

the essential plan still includes everything except algo automation. you're keeping:

the only things that go away are the 4 algo strategies (ORB, IB, gap fill, engulfing), automated trade execution, and the algo analyzer. if you decide you want those back later, you can upgrade to all access again from the same membership page.

when you downgrade, nothing changes immediately on the billing side. here's the timeline:

right now: you keep full all access features until the end of your current billing period. if you paid on the 1st and downgrade on the 15th, you have all access through the end of that cycle.

on your next billing date: your subscription renews at the essential plan rate — $49/mo (or $39/mo if you're on annual billing) instead of the all access rate.

there's no proration or partial refund for the remaining days on your all access billing cycle. you get to use everything you've already paid for through the end of that period.

if you go to the membership tab and don't see the option to downgrade — or the page is asking you to update your payment information instead — that usually means one thing: your last payment failed.

when a payment fails, the system needs to resolve that before it can process any plan changes. the membership page will prompt you to update your card on file instead of showing the cancel/downgrade options.

what to do:

if you don't want to update your payment and just want to downgrade, reach out to support through the chat widget in the bottom right of any edgeful page. the team can manually switch your plan on the backend — that's exactly what they're there for.

include your email address and mention that you'd like to downgrade to the essential plan. the team typically responds in under 20 minutes.

if you downgrade and later decide you want algos back, you can upgrade from the same membership page — or from the algo education page inside edgeful. the upgrade takes effect immediately.