How to Switch Your Mezzi Plan on the Web

Overview

You can change your Mezzi plan yourself on the web, whether you're upgrading from Advisory to Concierge, moving to a different plan, or switching between monthly and annual billing. Go to Profile > Your membership > Change plan, which opens your billing portal, then choose the plan and billing period you want. When you upgrade from Advisory to Concierge, you're only charged the prorated difference for the rest of your billing period.

🧭 How to Switch Your Plan

1. Sign in at app.mezzi.com and open Profile.

2. Select Your membership.

3. Under Manage Membership, select Change plan. Your billing portal opens.

4. Select Update subscription.

5. Choose the plan and billing period you want.

6. Review the price and confirm the change.

💡 Why This Matters

Not sure which plan fits? Advisory gives you unlimited tax, retirement, and investment advice with up to 5 active Delegations. Concierge adds unlimited Delegations, advanced AI for complex analysis, and quarterly coaching check-ins. See current pricing at mezzi.com/pricing.

Monthly or annual? Annual billing costs less over the year. If you're still deciding, starting on monthly and switching to annual once you're settled works well, and you can make that switch here at any time.

Important Notes

• Subscribed through Apple? If you signed up in the Mezzi iPhone or iPad app, your plan is managed by Apple. Change it on your iPhone or iPad under Settings > your name > Subscriptions > Mezzi.

• Don't see Change plan? It only appears while you have an active paid membership. If your membership has ended, you'll see Renew membership instead.

• Checking your billing period: Your membership page shows your plan and its current end date, but not yet whether you're billed monthly or annually. Your billing portal shows your full plan and billing details.

🗨 Still Need Help?

Email us at help@mezzi.com with a screenshot of your membership page and the plan and billing period you'd like, and we'll take care of it.