• End subscription
  I cannot figure out how to use this website effectively.  Not clear and you have to hover the cursor sometimes and other times like how to create a TA from your own list of symbols is a hunting around what to do.  I am spending all my time navigating and not creating.  I think my expectations are not in line.
  How to I cancel my subscription is another thing I could not find.

  nvbluevelo asked · 05/23/2023 · 1 replies
  Re.

  • #1
  • Hi, to create a portfolio using your own funds, you can go to Dashboard (after logging in) and click on Personal Plans to create a personal plan: by entering a list of funds of your own choices. Please give a try and let us know (you can send emails to support at myplaniq.com). We can help you to create model portfolios if you have difficulties. 
    
    To cancel your subscription, goto Dashboard, click on Manage Subscription on the top right. 
    
    
    Thank you
    Admin · 05/25/2023 13:39:46

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• Switch portfolio
  How do I switch portfolios?
  

  YCO578 asked · 05/22/2023 · 1 replies
  Re.

  • #1
  • If you are a subscriber, you can see model portfolios on your dashboard or other pages such as On What Do and Advanced Strategies page. However, please note MyPlanIQ has no information on your actual 401k or investment accounts. We only provide model portfolios for users to follow. You'll have to find your actual accounts to manage. 
    Admin · 05/22/2023 23:42:23

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• Portfolio
  Good morning-  My name is Stephen Zirlin and my email is [email protected].  I was employed with Southwest in 2019 I believe in San Diego.  I am unsure why I am getting this email now but if someone can call me or email me I would appreciate it.  Maybe I have some money I didnt know about???
  
  Thanks, Steve Zirlin
  619-990-2164

  worldwydeguy asked · 05/02/2023 · 423 replies
  Re.

  • #1
  • Hi, we are not affiliated with any plan and thus we don't have information on your accounts. Please contact Southwest HR benefit department directly. Thank you
    Admin · 05/05/2023 13:31:34

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• cancel the charges and membership
  It appears that you are charging me a monthly fee. Please refund the fee and cancel my membership immediately.

  shahpan asked · 04/27/2023 · 1 replies
  Re.

  • #1
  • Based on our system record, you are only a registered unpaid user. There is no charge to you and there is no credit card info or whatever info we have on file for you. Thank you
    Admin · 04/27/2023 13:30:42

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• Simulation failed
  How come winn every i try to simulation on my dashboard it tell me Simulation failed. You can go to your dashboard and click on the portfolio to run simulation again

  Irsstate asked · 04/26/2023 · 2 replies
  Re.

  • #2
  • undefined
    Irsstate · 02/20/2024 14:50:50

  • #1
  • Can you tell us which portfolio you tried to simulate?
    Admin · 04/27/2023 13:31:05

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• My credit card # changed
  How do I change my credit card #? Thanks, Joe M. Williams
  

  dmax2002 asked · 04/16/2023 · 1 replies
  Re.

  • #1
  • Just go to your PayPal account, find your MyPlanIQ subscription and change the card over there. Otherwise, might have to cancel and resubscribe --- we now use Stripe as our payment processor
    Admin · 04/18/2023 15:21:25

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• Doug Roberts Follow the Fed
  
  I am a member gillco and have this in my dashboard but haven't received any updates for a long time. Do we still update this strategy?

  gillco asked · 04/14/2023 · 1 replies
  Re.

  • #1
  • This portfolio has been updated. Thanks
    Admin · 04/18/2023 15:19:56

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• Cancel
  cancel

  karibrett asked · 03/17/2023 · 1 replies
  Re.

  • #1
  • Done
    Admin · 04/18/2023 15:21:36

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• Credit Card Rejection
   I would like to make a purchase. However, my Bank Debit Card is rejected. Is this from you end. My card is a Mexican Bank Card. Or is the rejection from my bank? Can I make an International purchase.

  yankeez3 asked · 03/06/2023 · 1 replies
  Re.

  • #1
  • Hi, supposedly we should accept any credit card. Not quite sure about Debit card. We shouldn't have restriction to international subscribers. Our payment processing is through Stripe now. Can you use a credit card instead? Thank you. 
    Admin · 03/08/2023 15:31:57

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• Withdrawal
  Withdrawal
  

  gmoellering asked · 03/01/2023 · 1 replies
  Re.

  • #1
  • Please note MyPlanIQ doesn't have any your investment info. Please contact your provider directly. 
    Admin · 03/08/2023 15:32:48

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If you have personal questions about your account or subscription, you can contact us through email. Typically, you'll get response in the following business day. Email Us