Billing and plans
Find your plan, payment details, and invoices.
Open Settings → Billing. Members can view the plan and recent invoices. Owners and admins can change the plan, payment method, credit purchases, and auto-recharge settings. Enterprise billing is managed with your Kimpton account team.
Free includes research with equity and crypto prices and equity fundamentals. Paid adds options, built-in SEC filing tools, Vault, data connections, Skills, and trade proposals. Enterprise adds team workspaces and available firm integrations. Brokerage linking is for Free and Paid; Enterprise uses firm-provided portfolio data. See Portfolios and Built-in data.
Self-service paid plans have the same feature class but different included credit amounts. Buying credits adds balance; it does not change the plan's features. See Usage and credits.
An owner or admin can view or download a recent invoice in Settings → Billing. Checkout shows an estimated tax when it can calculate one; + tax means the estimate is still unavailable, not that tax is zero. If a payment fails, update the payment method and check the outstanding invoice. Contact support for an older invoice or a billing page that will not load.