How do I manage my subscription and update my billing information?

If you pay for your own MyRepChat subscription or for add-ons like Voice, you can manage them from the Subscription Management screen in the desktop app. This article walks you through reviewing your subscription, adding or removing add-ons, and updating your payment method. The process takes just a few minutes.

Payment is handled through our billing partner, Chargebee, where you can also modify your billing address, update your payment method, and access invoices from July 31, 2026 onward at any time.

The Subscription Management screen is not accessible from the mobile app.

How Do I Access the Subscription Management Screen?

1. Go to myrepchat.com and log in to your account.

2. Click Settings in the bottom-left sidebar.
3.  Under Account, click Subscription Management.
   

    

Note: Billing is now managed from Account > Subscription Management. If you previously updated billing under "Add-Ons and Billing" or "Profile > Subscription," that menu has moved.

What Can I Do on the Subscription Management Screen?

The Subscription Management page shows everything on your account, who pays for it, and what you can turn on yourself:

• On Your Account: your current plan and add-ons, such as Base Account and Extra Logins
• Available to Add: add-ons you can turn on, such as Voice
• New monthly total: your total, including any changes you make

If you haven't set up payment yet, the page shows "Payment setup required."

To add or remove an add-on:

1. Turn on the add-ons you want to add, or turn off the ones you want to remove.
2. Check your new monthly total, then click Confirm Changes. To cancel your changes, click Discard.

Note: If your account is paid by your broker-dealer or affiliate, add-ons show as "Covered by affiliate," and your total shows as $0.00/mo. Some add-ons depend on others. For example, Call Recording requires Voice, and Transcription requires Call Recording.

How Do I Confirm My Changes and Proceed to Payment?

1. A Confirm your changes popup summarizes what will change on your subscription and your new monthly total. Check the box to agree to the FMG terms and conditions.
2. Click Continue To Payment.
   
   
   

    

You'll be taken to our secure payment page, from our partner Chargebee, to enter your billing details. Once finished, you'll be brought back to MyRepChat automatically.

Note: Voice requires additional setup. After purchase, go to Settings > Voice to finish setting it up. Everything else switches on automatically.

How Do I Complete Checkout in Chargebee?

1. Review your order, showing your plan, any add-ons selected, and total cost.
2. Click Proceed To Checkout.
   
   
3. Enter your billing address information.
   
   
   
   
4. Under Payment Details, choose Card or Check, and enter your details.
   
   
   
   
5. Check the box to accept the terms and conditions.
6. Click Pay & subscribe to complete your purchase.
   
   
   

How Do I Update My Billing Information?

1. On the Subscription Management screen, click Manage billing and payment methods.
   
   

   

2. On the Your Subscriptions page, choose what you want to update:

   • Billing & Shipping Address: update your billing address
   • Payment Methods: add or change your payment method
   • Billing History: View your invoices
3. When you're done, click Exit
   
   

What Happens Next?

Once your payment is submitted, your new payment method is saved and used for all future charges on your account. This typically takes effect within a minute.

Need Help? Our Client Experience team is available Monday through Friday, 8:30 AM to 4:30 PM CT.

1. Email: support@myrepchat.com
2. Phone: 844-402-2428