---
title: How to change an entity's subscription plan
description: Changing an entity's subscription
---

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# How to change an entity's subscription plan

## Changing an entity's subscription

When loading entities into Connectworks you can select the plan that’s right for each client you manage - there's no requirement to use a single subscription plan for your firm. You can transfer between plans yourself at any time without penalties.

### To update a subscription:

1\. Locate the entity to be updated in the firm's **Clients** tab

2\. Hover over the entity in the list and **subscription** will appear at the right. Select to change subscription.

![Screenshot 2025-07-29 at 9.31.59 AM](https://support.connectworks.com/hs-fs/hubfs/Screenshot%202025-07-29%20at%209.31.59%20AM.png?width=670&height=141&name=Screenshot%202025-07-29%20at%209.31.59%20AM.png)

 

3\. Before confirming the change, any additional charges associated will be displayed.

![Screenshot 2025-07-29 at 10.29.26 AM](https://support.connectworks.com/hs-fs/hubfs/Imported%20images/Screenshot%202025-07-29%20at%2010.29.26%20AM.png?width=518&height=405&name=Screenshot%202025-07-29%20at%2010.29.26%20AM.png)

 

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