Our refund policy depends on when you cancel relative to the date you signed your service agreement.
If you cancel within 30 calendar days of signing your agreement, you are eligible for a refund of the fees paid with your application, less an early cancellation fee of $150 and any third-party costs already incurred on your behalf.
After the 30-day window, cancellation is available at any time with no termination fee. Any fees already paid are not refundable.
Is there a fee to cancel after the 30-day window?
No. There is no termination fee for a standard cancellation. Note that a cancellation notice received fewer than ten business days before your next billing date may result in one final charge, which gives us time to complete the administrative work of closing your plan.
Are third-party costs refundable?
No. Costs incurred by Self-Directed Plans on your behalf are paid to outside parties and cannot be recovered once submitted. If you cancel within the 30-day window, we will itemize exactly which costs were incurred and deducted from your refund.
This information is provided for educational purposes only and should not be interpreted as tax, legal, or investment advice. Readers are encouraged to consult a qualified professional who can offer guidance based on their personal situation.