Organizations

Billing

Introduction

The owner of an organization is responsible for the billing, but the responsibility can be delegated in Trading Firm or Institution organizations. Your organization's billing information is never saved by QuantConnect. It’s passed to the Stripe billing system. If you cancel your subscription, your live trading nodes stop running. So, for user safety, your subscriptions automatically renew each month.

View Billing Information

The Billing page displays your organization's billing details. To view the page, log into the Algorithm Lab and then, in the left navigation bar, click Organization > Billing.

The Billing page displays the billing cost, date, and frequency at the top of the page. The following table describes the remaining sections of the page:

SectionDescription
DetailsThe billing name and address associated with the credit card
Credit CardThe credit card used to pay the bill
ProductsA breakdown of the organization's subscriptions
InvoicesAll the organization's invoices
Organization Credit (QCC)All QCC purchases and expenses

Edit Billing Details

Follow these steps to edit your organization's billing details:

  1. Open the Billing page.
  2. In the Details section, click Edit.
  3. Enter the new billing details and then click Save.
  4. The Details section displays the new billing details.

Edit the Credit Card

You can add, replace, and remove the organization's credit card.

Add

Follow these steps to add a credit card:

  1. Open the Billing page.
  2. Click Add Card.
  3. Enter the credit card details and then click Save.
  4. The Credit Card section displays the last 4 digits of your credit card.

Replace

Follow these steps to change the credit card:

  1. Open the Billing page.
  2. In the Credit Card section, click Edit.
  3. Enter the new credit card details and then click Save.
  4. The Credit Card section displays the last 4 digits of your new credit card.

Remove

Follow these steps to remove the credit card:

  1. Open the Billing page.
  2. Click Remove.
  3. Click OK.
  4. The Credit Card section displays "No entries found".

Download Invoices and Receipts

Follow these steps to download invoices and receipts:

  1. Open the Billing page.
  2. Scroll down to the Invoices section and then click Download as PDF next to the invoice or receipt that you want to download.
  3. Click Download invoice or Download receipt.
  4. A prompt to download the file to your local machine displays.

Change Organization Tiers

You can change your organization to any of the paid tiers or the Free tier.

Paid Tiers

Follow these steps to change to a paid organization tier:

  1. Log in to the Algorithm Lab.
  2. In the left navigation bar, click Organization > Home.
  3. On the organization homepage, click Edit Plan.
  4. Click the Choose a Plan tab.
  5. Click CHOOSE TIER under the organization tier you want.
  6. Select a tier pack.
  7. The following table describes the type of packs we have available:

    Pack TypeDescription
    Suggested PacksPacks with pre-selected team seats, support seats, and nodes.
    Build Your Own PackPacks with custom selections for team seats, support seats, add-ons, and market subscriptions.
  8. Select monthly or annual billing.
  9. (Optional) Click + Add Coupon and then enter your coupon code.
  10. If your organization doesn't have a credit card added, click Proceed to Checkout and then enter your credit card details.
  11. Click Update Subscriptions or Subscribe Now.

Free Tier

Follow these steps to downgrade to the Free tier:

  1. Log in to the Algorithm Lab.
  2. In the left navigation bar, click Organization > Home.
  3. On the organization homepage, click Downgrade to Free.
  4. Select the I understand that my subscription will be terminated immediately check box and then click Continue.
  5. Select the reason for downgrading and then click Downgrade.

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