Question 1

How do I upgrade to Premium?

Accepted Answer

Open the app, go to Settings, and choose Upgrade to select monthly or annual billing.

Question 2

Can I cancel my subscription?

Accepted Answer

Yes, you can cancel from Settings in the app and keep access until the current period ends.

Question 3

Do you offer refunds?

Accepted Answer

If you cancel within 14 days of subscribing, we offer a full refund. Use the contact form and we will sort it.

Question 4

How do I connect my bank account?

Accepted Answer

Use the Bank Feeds section in Settings. Connections use Open Banking with read-only access.

Question 5

Can I use FIQ Personal with my partner?

Accepted Answer

Yes, Household Mode is available on Premium. Both partners need their own account, then you link them in Settings.

Question 6

How is my FIQ Score calculated?

Accepted Answer

Your FIQ Score reflects your financial habits, learning engagement, and product usage. We continuously refine scoring signals as the platform evolves.

Question 7

How do I get access to FIQ Business?

Accepted Answer

FIQ Business is live in invite-only beta. Request early access via the waitlist and we will email you when your cohort opens.

Question 8

Can I share access with my adviser or finance lead?

Accepted Answer

Yes, invite advisers or team members from Settings. You can grant read-only or approval access based on your preference.

Question 9

Is FIQ Business MTD compatible?

Accepted Answer

Yes, FIQ Business supports Making Tax Digital for VAT, including VAT calculation and submission workflows.

Question 10

Can I manage multiple companies?

Accepted Answer

Yes, multi-company management is supported so you can switch between entities in one account.

Question 11

How is my data protected?

Accepted Answer

We use encryption in transit and at rest, role-based access controls, and Open Banking read-only connections. We never store bank login credentials.

Question 12

Can I delete my account?

Accepted Answer

Yes. Ask through the contact form and we will delete your account and all associated data within 30 days.

Answers, and a human when you need one.

Account & Billing

FIQ Personal

FIQ Business

Security & Privacy

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