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.

Billing page

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. Click Cancel My Plan.
  5. Click the I understand that my subscription will be terminated immediately check box and then click Cancel My Subscription.

Pause and Resume Subscriptions

If you're not going to utilize your QuantConnect subscriptions for a month or two, pause your subscriptions to avoid unnecessary charges. Pausing suspends access to your account, but all your cloud configuration, project files, and set up will be kept as is. When you resume your subscriptions, youre account will be the same as you left it.

Pause Subscriptions

Follow these steps to pause your subscriptions:

  1. Open the Billing page.
  2. In the Details section, click Cancel.
  3. On the Downgrade page, click Pause for 1 month or Pause for 2 months.
  4. Click Pause My Subscription.

Resume Subscriptions

To resume your paused your subscriptions, open the Billing page and then click Resume. If you prematurely resume your subscriptions, the credit you receive is pro-rated based on the duration of the pause period.

Payment Failures

If your payment fails, Stripe automatically tries again after 6-12 hours.

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