Accounts are linked via the Yodlee portal that is accessed in the Mac desktop terminal. Once the account is selected the user enters their login details which are shared only with Yodlee and the Financial Institution, never with AFA. Increasingly, as US financial institutions move to Open Banking, not even Yodlee will hold these details.

Subscriptions are managed via Paddle and accept major credit cards and PayPal.

Subscriptions canceled before the end of the free 14-day trial period will incur no charge. Afterwards a subscription can be cancelled anytime before the end of the monthly subscription period. Subscriptions can be cancelled via: i) the MacOS application under Account Management -> Subscriptions  Cancel Subscription or ii) the Paddle subscription confirmation email.

The first 14 days is free. Afterwards the user can cancel for a full refund within 3 days of the start of each monthly pay period.

Dark mode can be enabled in MacOs via Data & Settings->Global Settings -> Use Dark Mode and in iOS via Settings -> Use Dark Mode

The best way to learn Clarity is in the MacOS App Help & Support. Support gives you access to an extensive list of common questions and enables the user to raise support tickets. Knowledge Center provides video tutorials to guide you thru the different screens and key features of Clarity.

In both the MacOS and iOS versions there is a Sun (Live) / Moon (Close of Business) icon. Toggle between the two to update the market data used. For both versions live markets are updated every 15 seconds and the applications recalculate all P&L and risk data.