Frequently Asked Questions

Do I have to sign a contract?
No, you are not required to mail or fax a signed agreement. You are only required to agree to our Terms and Conditions.

Do I have to commit to a certain period of time?
No, for ease of administration you will be invoiced for a full 12 month period on the date you start using our services. You may discontinue at any time without penalty, see below for details.

What happens after the invoice period ends?
At the end of the first 12 month period, and at the end of each subsequent 12 month period, you will have the option to cancel your service. If no cancellation is requested your service subscription will automatically be renewed based on your then-current number of participants and price.

Do you have a satisfaction guarantee?
Yes. If you are dissatisfied with the service, StockVantage offers a 60 day, money-back guarantee. See below for details of discontinuing service after this point.

What if the number of plan participants changes during the year?
Pricing is fixed for each 12 month term based on the number of plan participants at the start of the year. At the time you renew, the fee will be recalculated based on the current number of plan participants.

What type of payments do you accept?
The preferred payment method is credit card. If required, payment can be made by check. Payment is required prior to implementation.

What if I wish to discontinue service?
If you decide that you would like to discontinue service at any point after your first 12 month period, we will refund you for any unused months from that period. StockVantage will also assist you in exporting your data for future use.