Support & Intelligence

Frequently Asked Questions

Quick answers regarding RB Wealth Management's proprietary AI processes and wealth intelligence solutions. Can't find what you're looking for? Drop us a line below.

Billing

What if I want to cancel my monthly subscription and switch to an annual subscription, will I get a pro-rated refund for my Monthly bill?

Yes, if you switch from a Monthly to an Annual subscription after the start of the month, your Annual subscription will start immediately upon registering and you will be given a pro-rated refund on your credit card for only the remaining portion of the month in which you changed your subscriptions.

When is the last day of the month to cancel my subscription so that I am not billed for the next cycle.

You must cancel your monthly subscription at least 5 days prior to the next renewal billing cycle.

Can I cancel my annual subscription?

Yes, you can cancel anytime and receive a pro-rated refund less a $9.99 fee for any months you were active on the annual plan up until your cancellation.

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