This guide helps you understand when you keep bonus portfolios, and when your account returns to the standard portfolio limits.
What are “bonus portfolios”?
Bonus portfolios are additional portfolio slots added to your account through a promotion, renewal bonus, or special offer.
They sit on top of your normal plan portfolio limit.
Do I keep bonus portfolios on renewal?
Yes, you keep your bonus portfolios as long as you stay on the same plan tier and your subscription remains active.
What happens if I downgrade?
If you downgrade, your account returns to the normal portfolio limit for the new plan.
If you have more portfolios than the new plan allows, Navexa will prompt you to choose which portfolios to keep. Any portfolios not selected will be removed and can’t be recovered.
What happens if I upgrade again later?
If you downgrade and later upgrade again, you will receive the standard portfolio limit for the plan you upgrade to.
Previously removed bonus portfolios do not automatically re-apply unless you qualify for a new offer.
How to check your current plan
Click Settings (gear icon) in the top-right.
Select Billing & Subscription.
Check the Overview tab for your current plan.