Overview
Zacks Investment Research is a company that helps people with their stock investments by providing easy-to-understand research and advice. They offer tools that show which stocks might be good to buy or sell based on daily rankings. They give you access to stock picks, market insights, and detailed analysis to help you make smarter investment choices. Whether you are new to investing or more experienced, Zacks gives you the information you need in a simple way so you can feel confident about where to put your money.
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Based on searching Zacks' official website and supporting pages, Zacks Investment Research focuses on stock research, rankings, recommendations, and market insights. They provide easy access to stock picks, analysis, and expert advice aimed at helping consumers improve their investment decisions without complicated jargon.
How to Get a Zacks Investment Research Refund: Step by Step
If you purchased through Zacks.com directly:
- Gather your subscription details including your account email, subscription plan, and proof of payment.
- Contact Zacks customer support by phone at 1.800.767.3771 ext. 9339 or via email at support@zacks.com.
- In your communication, emphasize that you are requesting a refund because the subscription did not meet your expectations or performance guarantee terms.
- Mention any relevant timelines such as the 90-day refund window if applicable or that the subscription renewed without your clear consent if that applies to your case.
- Be prepared to provide documentation of your subscription usage or performance if requested by customer support.
- If you are told to cancel your subscription first, do so through your account settings to prevent future charges and then confirm your refund request with support.
- Allow up to 5 business days for a refund to be processed once approved.
How to Contact Zacks Investment Research
If you need assistance, here’s how you can get in touch with Zacks Investment Research support team:

Tips and Tricks for Getting a Zacks Investment Research Refund
- Use polite but firm language emphasizing your desire to resolve the issue amicably without legal intervention.
- Immediately cancel the subscription through account settings or by notifying them to stop recurring charges before demanding a refund.
- Clearly state dissatisfaction with the service or that the subscription did not meet your expectations.
- Reference the Zacks money-back or performance guarantee when requesting a refund to legitimize your claim.
- Provide all necessary subscription details including account email, subscription plan, and proof of payment.
- Contact customer support via phone at 1.800.767.3771 ext. 9339 or email support@zacks.com to request refund.
- Document every communication by email or by recording call details to support disputes or legal complaints if needed.
- Follow up persistently multiple times by phone and email to emphasize your dissatisfaction and persistence.
- Dispute unauthorized or unwanted charges with your credit card company as a parallel tactic for quicker resolution.
- File formal complaints with the Illinois Attorney General’s office since Zacks is based in Chicago, and with the Better Business Bureau (BBB).
- Be aware that refunds may be issued as mailed checks after escalation through complaints or disputes.
- Act quickly within timing limits set by credit card companies for chargebacks to preserve your rights.
- If refund is denied or ignored, escalate using formal complaint channels before considering legal action.
Why Do People Request Refunds from Zacks Investment Research
- Poor performance of stock recommendations causing customers to seek refunds.
- Unwanted or misunderstood subscription charges, including surprise charges after free trials.
- Disputes over the terms of subscriptions and refund eligibility.
- Failure to receive satisfactory customer service response when requesting refunds.
- Non-response or delayed response from Zacks on refund requests causing escalation.
- Complaints about the performance guarantee not meeting expectations.
- Issues related to documentation and proof submission required for refund processing.
- Frustrations with cancellation or refund process complexity or communication breakdown.
Zacks Investment Research Refund Script
Script

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Dear Zacks Investment Research Team,
I hope this message finds you well. I am writing to address a billing issue that I recently encountered with my account. It seems there was an accidental charge, and I would like to request a refund for this transaction. I have not used the services to my satisfaction, which further prompted this request. Your assistance in resolving this matter would be greatly appreciated. Thank you for your attention to this issue.
Best regards,
Zacks Investment Research Refund Policy
Zacks Investment Research offers a 90-day unconditional money-back guarantee on the purchase of their Ultimate Lifetime subscription. After this period, clients may still qualify for a performance guarantee, which allows them to receive a refund if their Zacks stock portfolio underperforms against the S&P 500 during the holding period of its stocks.
The Easiest Way to Get a Zacks Investment Research Refund
If you’re frustrated trying to get a refund from Zacks Investment Research—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.
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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.