Navexa

Delete your Navexa account, profile or personal data. Learn what happens to your subscription and data when you close your account.

Deleting Your Account

How to add team members to your Navexa Pro account

Adding Team Members to your Pro Account

How to grant access to specific clients to specific team members

Give Team Members Permission to Access Clients

How to add a client to your Navexa Pro account

Add a Client to Your Account

How do I access my Navexa account if I cannot sign in?

Update your profile, security, email preferences, notifications, Navexa API keys, and default view settings from the Navexa Settings page.

Managing Your Account Settings

Learn how to change your Navexa password and meet security requirements to keep your account safe.

Changing Your Password

See how to log out of the Navexa platform.

How do I log out of Navexa?

Learn how to switch your Navexa account from USD to AUD (or vice versa) if you signed up under the wrong region or currency.

I Signed Up with the Wrong Account Type (AUD or USD)

How to enter your business or SMSF details for tax invoices and pay your Navexa plan from your fund’s bank account.

Paying for Navexa as a Business, Company, or SMSF (Including AU Direct Debit)

View your plan, update billing details, change payment method, download invoices, or cancel your Navexa subscription.

Managing Your Billing & Subscription in Navexa

Learn how to apply a Navexa promo code or coupon during checkout and what to do if the code doesn’t work.

How to Use and Troubleshoot Promo Codes for Navexa Subscriptions

Learn how to resolve duplicate subscription charges or switch your Navexa payment method between Apple and direct billing.

How to Fix Double Charges or Change Your Apple Store Subscription Payment Method

Update the email address you use to sign in to Navexa, and understand what’s different if you log in with Google or Apple.

Changing your login email address

Learn how bonus portfolio allowances work in Navexa. Keep your extra portfolios on renewal, and understand what happens to them if you downgrade or upgrade later.

Bonus portfolios from offers: what happens when you renew, upgrade, or downgrade?

Invite a friend to Navexa using your unique referral link. Your friend gets 25% off their annual plan, and you receive a $60 account credit when they subscribe to an…

Refer a friend and earn a $60 credit (Referral program)

Your Account

Create a custom design with text, images, and links

API Developer Doc

Log in

Find answers and get help from Intercom Support and Community Experts

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