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Frequently Asked Questions

We’re continually adding new brokerages. Check our supported brokerages list to see what’s currently available. If yours isn’t listed, you can add your holdings manually or contact us to request your broker be added.
You can request a refund through your account settings or by contacting our support team. See our refund request guide and refund policy for details on eligibility and timing.
Try resetting your password first. If that doesn’t work, check our login troubleshooting guide for solutions to common login issues including email verification, social login, and browser problems.
You can cancel anytime from your account settings. Your access continues through the end of your billing period. See how to cancel for step-by-step instructions and what happens after cancellation.
Go to the Portfolio section in Rallies and follow the connection flow to securely link your brokerage account. See our portfolio connection guide for detailed instructions and troubleshooting tips if you run into issues.