Downgrade Handling

Understand what happens when you downgrade your TradeStaq subscription.

How Downgrades Work

When Downgrade Takes Effect

Example:

Current plan: Trader (monthly)
Downgrade requested: March 15
Access until: March 31 (end of cycle)
New plan active: April 1

No Prorated Refunds

When downgrading:

• Keep full access until period ends
• No partial refund for unused time
• Billing stops for higher tier

Resource Limits After Downgrade

Limit Comparison

What Gets Affected

When you have more resources than your new tier allows:

Soft Pausing

What is Soft Pausing?

Soft pausing means:

• Resource is not deleted
• Resource is not active
• All data preserved
• Can be reactivated by upgrading

How It Works

┌────────────────────────────────────────────────┐
│           DOWNGRADE ENFORCEMENT                 │
│                                                 │
│  Before: Trader (15 bots)                      │
│  After: Pro (5 bot limit)                      │
│                                                 │
│  ┌─────┐ ┌─────┐ ┌─────┐ ┌─────┐ ┌─────┐     │
│  │Bot 1│ │Bot 2│ │Bot 3│ │Bot 4│ │Bot 5│     │
│  │Active│ │Active│ │Active│ │Paused│ │Paused│     │
│  │  ✓  │ │  ✓  │ │  ✓  │ │  ⏸  │ │  ⏸  │     │
│  └─────┘ └─────┘ └─────┘ └─────┘ └─────┘     │
│                                                 │
│  User must choose which 3 to keep active       │
└────────────────────────────────────────────────┘

Choosing What to Keep

When downgrading, you'll be prompted to:

1. Select which resources to keep active
2. Choose based on priority
3. Confirm selection

If you don't choose, the system will pause:

• Most recently created resources first
• Preserving oldest/established resources

Specific Downgrade Scenarios

Trader → Pro

What to Do:

1. Choose 2 live exchanges to keep
2. Choose 5 bots to keep active
3. Export logs older than 7 days

Trader → Free

What to Do:

1. Close live positions manually
2. Choose 1 Signal Bot to keep
3. Export all important data

Pro → Free

What to Do:

1. Close live positions
2. Choose 1 Signal Bot
3. Export logs older than 3 days

What Happens to Your Data

Data Preserved

Data at Risk

Log Retention Changes

Open Positions During Downgrade

What Happens to Positions

Critical Actions Before Downgrade

1. Close all positions on exchanges that will be paused
2. Cancel pending orders on those exchanges
3. Verify no open positions remain

Warning: Positions on paused exchanges won't be managed. You must close them manually or directly on the exchange.

Master Trading on Downgrade

If You Have Followers

When downgrading from Trader/Whale:

Refund Policy for Followers

Followers receive:

• Prorated refund for remaining period
• Email notification of change
• Option to unfollow

Reactivating Resources

Upgrading Back

When you upgrade again:

Reactivation Steps

1. Upgrade to appropriate tier
2. Go to resource list
3. Find paused items
4. Click Activate
5. Verify settings

Best Practices

Before Downgrading

Checklist

• All live positions closed
• Trade history exported
• Decided which bots to keep
• Decided which exchange to keep
• Notified followers (if master)
• Logs exported (if needed)

Frequently Asked Questions

Can I delete resources instead of pausing?

Yes. You can delete excess resources to stay within limits.

Will paused bots resume automatically on upgrade?

No. You must manually reactivate them.

What if I forget to close positions?

Positions remain open on the exchange. Manage them directly on the exchange.

Can I pause and resume without downgrading?

Currently, no subscription pausing feature. You can cancel and resubscribe.

How long are paused resources kept?

Indefinitely, as long as your account exists.

Getting Help

If you have concerns about downgrading:

1. Contact support before downgrading
2. We can help plan the transition
3. Ensure no data is lost
4. Answer specific questions

Email: hello@tradestaq.com

Next Steps

• Plans Comparison - Review all tiers
• Billing - Manage payments
• Exporting Data - Backup your data