Many users often overlook billing details until they encounter a surprising charge, such as an automatic subscription renewal. This guide is designed to help you navigate the refund process for the Professional Management Program at Edelman Financial Engines. Here, you'll find clear information on who qualifies for a refund and step-by-step instructions for requesting your money back efficiently. Our goal is to empower you with the knowledge needed to address any billing concerns with confidence.
What You Should Prepare Before Applying For Refund
Account Information: Ensure you have your account number and the email address associated with your Professional Management Program account ready.
Transaction Details: Locate your transaction ID for the service you are requesting a refund for; this is typically found in your confirmation email or account statement.
Service Agreement: Refer to the service agreement or any terms and conditions you accepted at the time of enrollment to understand refund eligibility.
Proof of Payment: Gather proof of payment such as your bank statement or credit card receipt showing the transaction.
Reason for Refund: Clearly articulate the reason for your refund request; this should be concise and justifiable based on the services provided.
Documentation: Prepare any additional documentation that supports your claim, such as correspondence with customer service regarding the issues encountered.
Contact Information: Have your current contact information ready in case further clarification or follow-up is needed.
How Long Does it Take to Get a Refund?
Payment method
How long it takes*
Credit/Debit Card
3-5 working days
Bank Transfer
5-7 working days
Check
10-14 working days
*Working days are Monday to Friday, and don't include public holidays.
What are my Rights? Am I eligible for a Refund from Professional Management Program
The Professional Management Program (PMP) at Edelman Financial Engines is designed to provide clients with a comprehensive financial management service. Users engaging with this program may have specific rights regarding account management and billing situations that could potentially affect their eligibility for refunds. Understanding these circumstances can assist users in determining if a refund may apply to their individual case.
Service Cancellation: In the event a user decides to discontinue the service within a specified period after enrollment, they may qualify for a prorated refund based on the duration of service used.
Billing Adjustments: Clients who perceive discrepancies or adjustments to their monthly fees that differ from the agreed-upon terms might be eligible for a refund after a review of their account.
Service Underperformance: If a client feels that the service provided does not meet the outlined expectations or terms, they can inquire about potential compensation or adjustment, which may lead to a refund scenario.
Program Transition: In cases where users transition between service tiers offered by PMP, there may be provisions for refunds or credits to ensure equitable billing adjustments are made.
Trial Period Assessments: Users enrolled during any promotional trial period may have specific rights regarding refunds if they choose to opt-out before the trial concludes.
Each situation is evaluated individually, and users are encouraged to consult the terms of service and account management details for further clarification on their specific circumstances regarding eligibility for any refunds related to the Professional Management Program.
Step-by-Step Process to Request Your Professional Management Program Refund Like a Pro
If you purchased through edelmanfinancialengines.com:
Visit the Edelman Financial Engines website and log in to your account.
Navigate to the Billing section.
Locate your most recent invoice or receipt that reflects the charge.
Click on Request a Refund or a similar link on the invoice page.
Fill out the refund request form, making sure to mention that the subscription renewed without warning.
Submit the form and note any confirmation number provided.
Check your email for updates regarding your refund request.
If you purchased through Apple:
Open the Settings app on your device.
Tap your Apple ID at the top of the screen.
Tap on Subscriptions.
Select the subscription to the Professional Management Program.
Tap on Report a Problem.
Choose the reason for your request, emphasizing that the account has been unused.
Follow the prompts to submit your refund request.
If you purchased through Google Play:
Open the Google Play Store app.
Tap the Menu icon (three horizontal lines) in the top-left corner.
Select Subscriptions.
Find and tap on the subscription for the Professional Management Program.
Tap on Report a Problem.
Select the reason that applies, particularly noting if you didn't receive advance notice of renewal.
Complete any additional prompts to submit your refund request.
If you purchased through Roku:
Go to my.roku.com and log in to your Roku account.
Navigate to Manage your subscriptions.
Locate the subscription for the Professional Management Program.
Click on Cancel Subscription.
After cancellation, contact Roku Support via support.roku.com.
Express that you wished to receive a refund for the subscription that just renewed.
Follow any instructions provided by support to complete your request.
Disclaimer
Chargeback is an independent consumer resource that provides educational information to help users understand how to cancel, manage, or request refunds for various subscriptions. We are not affiliated with, endorsed by, or sponsored by any of the companies mentioned on this site. All trademarks, logos, and brand names are the property of their respective owners.
The information we provide is based on publicly available sources and user reports and may contain inaccuracies or become outdated over time. Our guides are intended for general informational purposes only and should not be relied upon as official company instructions or legal advice.
Consumers are solely responsible for reviewing their own contracts, terms of service, and refund or cancellation obligations before taking any action. Nothing on this site should be interpreted as legal, financial, or contractual guidance.
Chargeback does not encourage or condone disputing valid charges, misrepresenting transactions, or taking any action that could violate a company's terms, service agreement, or applicable laws. We promote fair, transparent, and lawful communication between consumers and businesses.
Get help with your refund
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Draft email to Professional Management Program for Refund
Script
Copy
Subject: Refund Request – Professional Management Program Account [Your Email]
Dear Professional Management Program Team,
I hope this message finds you well.
[describe reason]
I would like to request a refund in the amount of [Amount].
I have attached relevant documentation for your reference.
I kindly ask for a confirmation of my refund request within 3-5 business days.
Thank you for your attention to this matter.
Sincerely, [Your Name] [Your Phone Number]
Common refund statuses
Status
Meaning
What It Means for You
Pending
The refund request is submitted but not yet processed.
Your request is being reviewed, and you may receive an update within 3-5 business days.
Processing
The refund request is being processed.
Your refund is in progress. Expect it to be completed within 3-7 business days.
Refunded
The refund has been completed successfully.
You have received your funds back. Check your account for the transaction.
Partially Refunded
Only a part of the refund amount has been processed.
You will see a partial refund reflected in your account shortly. The remaining amount is still in process.
Completed
The refund process is finished and funds have been returned.
Your refund is fully processed. Feel free to contact support if you need further assistance.
Canceled
The refund request has been canceled.
Your refund has been canceled; please reach out if you wish to submit a new request.
Real User Scenarios: When and How Refunds Were Successfully Claimed
Users of the Professional Management Program often find themselves in situations where they need clarification or adjustments to their accounts. Here are some real user scenarios illustrating how individuals successfully claimed refunds:
Annual Plan Adjustment: A user realized that they had opted for an annual management plan, but due to unexpected financial changes, they requested a downgrade to a monthly plan after their initial payment. They contacted customer service and explained their situation, successfully receiving a prorated refund for the unused portion of their annual fee.
Service Interruption: A subscriber experienced a temporary service interruption that affected their access to financial management tools. After reaching out to customer support with details about the downtime, they were granted a month’s refund as a goodwill gesture for the inconvenience.
Accidental Subscription Renewal: A user mistakenly set their auto-renewal settings to renew their subscription without intending to continue the service. Upon discovering the renewal charge, they promptly contacted customer support to clarify their subscription intentions and were able to receive a full refund for the recent renewal.
Billing Clarity Request: After receiving their statement, a client noticed a charge that didn’t align with their understanding of their service usage. They reached out for clarification and found that the charge was due to a one-time service not previously discussed. After discussing their needs with the representative, they were offered a refund for the charge, as they had not intended to utilize that service.
The Easiest Way to Get a Professional Management Program Refund
If you're frustrated trying to get a refund from Professional Management Program—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 card account, and we'll take care of the rest.
How to Track Your Refund Status Efficiently
Tracking your refund status efficiently with the Professional Management Program ensures that you stay updated on your financial transactions. Here are specific tips to help you monitor your refund progress through our systems:
Email Updates: Keep an eye on your inbox for email notifications from Professional Management Program. These emails will contain essential details about your refund request, including confirmation of submission and milestones in the processing stage.
Account Dashboard: Log into your account and navigate to the Account Dashboard. Here, you’ll find a dedicated section titled Order History, where you can view the status of all your transactions, including refunds.
Billing Section: Under the Billing tab in your account settings, you will find a comprehensive overview of your charges and credits. This includes updates on the processing status of your refund.
Mobile App Notifications: If you’re using our mobile app, enable push notifications to receive real-time updates about your refund status, ensuring you never miss important information while on the go.
Tracking Tools: Utilize the specialized tracking tool available in your account dashboard. This feature allows you to see detailed information about your refund request, including the expected processing time and the reason for any delays if applicable.
FAQ
If you forgot to cancel your enrollment in the Professional Management Program on time, our policy generally does not allow for refunds after the cancellation deadline. However, we encourage you to contact our customer support team to discuss your situation, as they may be able to provide guidance or assistance based on specific circumstances.
Refund processing times can vary depending on the method of payment used and your financial institution's policies. Generally, it may take 5 to 10 business days for the refund to be processed and reflected in your account. For the most accurate timeline, it's best to check with your bank or payment provider.
If you see a charge but don’t have an active subscription, please check your transaction history for any previous subscriptions or trials that may have rolled into a paid plan. Additionally, reach out to our customer support team with details of the charge, and they will assist you in clarifying the situation and resolving any issues.
If you're unable to receive a refund directly from the Professional Management Program, consider reaching out to their customer service team for further assistance or clarification. You might also explore escalating your inquiry within their support system if needed. Additionally, reviewing your account details and any related documentation could provide further insights into your options.
If you find that your refund request has been declined, it may be helpful to review the refund policy outlined on their website for any specific conditions or timelines. Additionally, consider reaching out to their customer support team again for further clarification on your situation or reviewing your account details to ensure all information is up to date.
Chargeback and the Chargeback trademarks used herein are trademarks or registered trademarks of Chargeback and its affiliates. The use of any other trade name, copyright, or trademark is for identification and reference purposes only and does not imply any association with the copyright or trademark holder of their product or brand. Other product and company names mentioned herein are the property of their respective owners.
¹ Total savings is calculated based on internal annualized estimates of savings for customers. ² Average requests times may vary depending on volume of requests
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