📞 How to Get Started
To ensure your data is handled securely and any pending transactions are settled, account closures must be handled by a support representative.
Contact our Support Team:
Phone: (855) 492-5995
Hours: Monday – Friday
💡 Things to Consider
Before you call to close your account, please keep the following in mind:
Temporary Suspension: If you only need to stop billing for a short period, ask our team about suspension options instead of a full closure.
Data Export: We recommend downloading any necessary Reporting data or transaction history for your firm's records before the account is deactivated.
Recurring Payments: Ensure you have a plan for any active scheduled payments or recurring billing cycles currently running through the platform.
📋 Quick Reference
Action | Contact Method |
Close Account | Call (855) 492-5995 |
Suspend Account | Call (855) 492-5995 |
General Inquiry |