DRAFT 2 — not yet in force. Prepared on 19 October 2026 for the US & Canada edition. It has not been reviewed by a lawyer. Part of the Terms of Service (§7–9, §15). The cancel button, the Whop cancellation sync, the confirmation email and both reminder emails described here must work before this is published (docs/legal/CHANGES-2026-10.md).

Refund & Cancellation Policy

Trader Machine · US & Canada edition · Version 1.1 (DRAFT 2) · Effective date: not yet in force — set on publication · Last updated: 19 October 2026

1. The short version

  • One plan: $2,250 per year at launch, paid up front, plus any tax shown at checkout. No free trial.
  • It renews automatically each year at $2,250 for as long as your subscription continues without a gap.
  • No refunds — for the first year or any renewal — except billing errors and the other cases in §4.
  • Cancel any time, in one click, in Settings or on your Whop Orders page — either one stops the next renewal. No phone call. You keep access to the end of the year you paid for.
  • We email you 40 days and 14 days before every renewal, each time with a one-click cancel link.
  • Payments are processed by Whop. Your receipt names us as the seller.
  • Direct Access (by application, US only): $5,250 per quarter, renews every three months, no refunds (§3).

2. What you buy

A one-year subscription to the US & Canada edition, charged in full, in U.S. dollars, through Whop, when you subscribe. On each anniversary of your first payment it renews for another year, and the renewal is charged on that date — never earlier — to the payment method on file, until you cancel.

Before you buy, please watch the product demonstration — it shows exactly what the software does.

3. Direct Access

Direct Access is a separate program, by application and for US residents only. It is billed $5,250 per quarter through Whop, plus any tax shown at checkout, and renews automatically every three months until you cancel. We email you 7 days before each quarterly charge. All Direct Access payments are final and non-refundable, including partial quarters and unused calls, with the same exceptions as in §4. To cancel, write to us — in the support chat in the application, or by email to support@tradermachine.com from the address on your account — or, once Direct Access is sold through Whop, cancel it on your Whop Orders page. A cancellation sent to us counts from the moment it arrives, and we confirm it by reply within one business day. It takes effect at the end of the paid quarter: no further quarterly charge is made, and your calls and the included platform access continue until then. Details: Terms §15.

4. No refunds — and the exceptions

All payments are final. We do not refund the first payment or any renewal, in full or in part, and we do not refund unused time when you cancel.

These do not qualify for a refund: changing your mind; not using the Service; trading losses or disappointing results; not opening a SignalStack or brokerage account; a broker rejecting orders; data delays or outages; disagreeing with AI output; missing a live session or a call; or a renewal you did not cancel in time after receiving our reminders.

We do refund or correct in these cases:

SituationWhat we doHow to claim
Billing error — a duplicate charge, a wrong amount, a renewal charged after you had cancelled, or a renewal charged after you tried to cancel through a route in §5 that did not workRefund the incorrect amountEmail us within 60 days of the charge (or later, where the law gives you longer)
We discontinue the Service, end your subscription for a reason other than your breach, or permanently remove charts, scanners, or the Strategy Builder and backtests during your paid yearRefund the unused part of the year, calculated by daysAutomatic, or email us
You were never eligible — you live in Québec, or we cancelled a good-faith sale under Terms §2.7Refund in fullAutomatic, or email us
A higher renewal price was charged without the consent New York (or your state) law requiresRefund the unused part of the year if you cancel within 14 days after that chargeCancel, then email us
Any other refund or cancellation right that the consumer law of your state or province gives you and a contract cannot removeWhatever that law requiresEmail us

How refunds are paid. Refunds are processed by Whop to the original payment method, usually within 3–5 business days on Whop's side. Your bank decides when the refund appears, and whether it reverses any fee it charged.

5. How to cancel

In Trader Machine:

  1. Sign in on a desktop browser.
  2. Open Settings → Account & plan.
  3. Click Cancel my subscription, then Cancel automatic renewal to confirm once.

Or in Whop:

  1. Sign in at whop.com.
  2. Go to Profile → Orders.
  3. Select the subscription and choose Cancel membership.

Or from our emails: your purchase confirmation and each renewal reminder carry a Cancel automatic renewal link. It opens a page with one button — no sign-in, and it works on a phone.

Either way you see the date your access ends, and you receive a confirmation email you can keep. No call, chat or reason is required, and if we ever show you an offer while you cancel, the cancel button stays on the same screen.

Can't sign in? Email support@tradermachine.com from the address on your account and write “Cancel my renewal”. We treat the cancellation as made when the email arrives, and confirm it by reply within one business day.

Your renewal date. Settings → Account & plan shows your next renewal date. The renewal is charged on that date.

After you cancel: everything keeps working until the end of your paid year; then access ends and any automation pauses. Open positions at your broker are not closed. If you change your mind before the year ends, tell us and we will turn renewal back on.

6. Renewal reminders

Before every annual renewal we email the address on your account twice:

WhenWhat it says
40 days beforeThe renewal date, the amount, any change to the price, how to cancel, and a one-click Cancel automatic renewal link that works without signing in
14 days beforeThe same information, as a last reminder

Direct Access members also receive an email 7 days before each quarterly charge. These are service emails: you receive them even if you unsubscribed from marketing. Please keep your email address current and check that our emails are not filtered as spam. If an email fails to reach you because the address on your account is wrong, the renewal still goes ahead.

7. Failed payments

If a renewal payment fails, Whop emails you a link to update your payment method and retries the charge automatically for up to five days. You keep access while it retries. If it still fails, the subscription is cancelled automatically and access ends. You can subscribe again at the price for new subscribers at that time. We charge no late fees or interest.

8. Price changes

A launch subscription renews at $2,250 for as long as it continues without a gap. For any other subscription, a price change never applies to a year you have already paid for: we tell you at least 30 days before the renewal it applies to, and you can cancel before it does. If you live in New York, or anywhere else whose law requires your consent to a price increase, we ask for it; if a higher price is charged without it, §4 applies.

9. Refund requests and card disputes

10. Contact

Email: support@tradermachine.com — a person answers billing, cancellation and refund questions within 2 business days.
Post: [OWNER DECISION: legal name and postal address of the business. Recommended default: the same name, registration number and mailing address as Terms §1.1.]