Changing plans is quick and easy. Here's how you do it:


Step 1: Open GoldFynch and select the case for which you want to upgrade or downgrade the plan

Step 2: Click the ‘Settings’ view button in the left navigation panel

Step 3: Click the ‘Change Case Plan’ tab



NOTE: You will need to perform step 4 only if you haven't linked a payment method yet. If you already have a payment method linked, you will see a screen like that in step 6.


Step 4a: Click on the "Setup a Payment Method" button

Step 4b: Click on the "Add a payment method" button

Add a payment method


Step 4c: Enter your billing details 

Step 4d: Click on the "Save payment method" button

Enter you payment details



Step 5: Repeat steps 2 and 3, then click on the case plan that you want from the drop-down list that should now be accessible to you.

Step 6: Click the "Change Plan" button at the bottom of the page


After selecting your plan, click on the 'Change Plan' button


Note: You'll be given a confirmation message that the plan has been successfully changed:

Confirmation message that you plan was successfully changed

You can also find more information about adding and changing credit card details here.