TradeSmith offers easy-to-use investment tools designed to help people make smart investment decisions without stress. Their main subscription service, TradeStops, helps users keep track of their investments and manage risk. They also offer Options360 for finding options trades and Quantum Edge Pro for stock analysis. The company charges subscribers regularly to keep access to these tools and automatically renews subscriptions unless you cancel in advance.
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Cancelling a subscription with TradeSmith requires contacting customer service by phone during business hours, which is straightforward but may require waiting on call and speaking directly to a representative. The cancellation is processed within two business days, so the overall ease is relatively high but not instant or fully online, rating it a 3 out of 10 on the difficulty scale.
Estimated Time
On average, it takes 10 minutes 00 10 minutes to cancel a TradeSmith subscription.
How to Cancel TradeSmith: Step by Step
If you purchased through TradeSmith directly:
- Log in to your TradeSmith account.
- Navigate to your User Account settings.
- Locate the subscription management section.
- Follow the prompts to cancel your subscription.
- If you have issues, call customer service at 866-385-2076 (Monday - Friday, 9:00 a.m. - 5:00 p.m. ET).
- Alternatively, email [support@tradesmith.com](mailto:support@tradesmith.com) for cancellation.
If you purchased through a third-party billing source:
- Identify the billing source (e.g., credit card, PayPal, etc.).
- Contact your billing source directly for cancellation procedures.
- Provide necessary details such as your account information.
- Confirm cancellation of the subscription with the billing source.
If you need assistance, here's how you can get in touch with TradeSmith's support team.
Tips and Tricks for Getting a TradeSmith Refund
- Call the Customer Success Team directly at 866-385-2076 for cancellation requests, emphasizing that you want to cancel immediately to avoid renewal charges.
- Request confirmation in writing (email) of your cancellation to have a record of your request.
- Cancel at least one day before the renewal date to avoid being charged the $99 annual renewal fee.
- Be persistent and escalate to supervisors if the initial customer service rep is unhelpful.
- Refer to the satisfaction guarantee period (30 or 90 days) to request a refund or credit, even if cash refunds are rarely given.
- Use clear, firm language like "I no longer want this service," "Please cancel my subscription," and mention you expect no further charges.
- Document all communications and keep records of cancellation attempts, emails, and phone calls.
- Avoid relying on automatic payment cancellations via PayPal or credit card companies alone, as TradeSmith may continue charging if the subscription wasn't properly canceled on their end.
- If refund is denied, request a supervisor or higher-level review, as some users have obtained refunds after escalation.
- Be aware of promotional and billing terms to anticipate possible charges and avoid surprises.
- Timing matters: some users suspended accounts or waited for company communication, but direct cancellation requests were ultimately necessary.
- Consider publicly sharing your cancellation experience on forums like Reddit to put pressure on the company if necessary.
Why Do People Request Refunds from TradeSmith
- Poor customer service and support
- Lack of transparency and misleading advertising
- No money-back guarantee, only credit offered
- Confusing or inadequate trading information and notifications
- Difficulty unsubscribing or withdrawing funds
- Product not effective or not worth the subscription price
- Continued charges even after account closure
- Misleading price and discount information
- Unclear and slow withdrawal processes
- Feeling scammed or taken advantage of
TradeSmith Refund Script
Script
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Dear TradeSmith, Support,
I hope this message finds you well. I am writing to request a refund due to a billing issue that arose recently. I noticed an accidental charge on my account that I do not recognize, and I believe it may have been a mistake. I would greatly appreciate your assistance in processing this refund at your earliest convenience.
Thank you for your attention to this matter. I look forward to your prompt response.
Best regards,
TradeSmith Refund Policy
TradeSmith allows cancellation of subscriptions either through user account preferences, email, or designated methods such as calling customer service. Free trials can be canceled anytime before they expire to avoid charges, but once a subscription begins, no refunds are given for monthly payments, though cancellation stops future billing. For longer subscriptions, refunds minus a one-month pro-rated charge may apply if canceled within 30 days; afterward, no refunds are provided. Refunds, if applicable, are processed within 7-14 business days.
The Easiest Way to Get a TradeSmith Refund
If you’re frustrated trying to cancel your subscription, membership, or bill from TradeSmith—or if you didn’t even realize you were being charged—Chargeback can help. Chargeback is a personal subscription manager that automatically detects hidden, recurring charges like Netflix, Hulu, and hundreds of others. With one click, we can cancel unwanted subscriptions, flag suspicious billing, and even initiate refund requests on your behalf. No more waiting on hold or navigating confusing help pages. Just connect your bank or email account, and we’ll take care of the rest.
Start reclaiming your money today with Chargeback
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Editorial Note: These articles reflect the opinions of Chargeback's writers. Everyone's situation is unique; therefore, it is important to conduct your own research and note that our self-help tools are not guaranteed to help with any specific problem.
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