Cancel Zacks: Step-by-Step Guide

What is Zacks

Overview

Zacks is a U.S.-based investment research and stock‑analysis service that offers subscription products such as Zacks Premium, Zacks Investor Collection, and Zacks Ultimate.

Services include stock research, screening tools, Zacks Rank lists, newsletters and paid advisory packages.

Where it operates from

Zacks operates primarily from its U.S. headquarters and lists U.S. pricing and terms on its site.

There is no published New Zealand‑specific sales portal or NZ pricing found in public 2024/2025 materials.

How to cancel Zacks

Primary cancellation methods

• Contact Zacks customer support by email or phone - Zacks does not publish a self‑service cancellation on its website.
• For many products, cancellation requires explicit contact; follow the email or phone instructions from Zacks support.

Step‑by‑step cancellation guide

• Find your account details and recent billing information (email used to subscribe, order number, invoice).
• Contact Zacks via their contact page: Zacks contact, or reply to billing emails.
• Clearly state you want to cancel, include your account email and subscription plan, and request confirmation of cancellation in writing.
• If cancelling Zacks Ultimate, ask Zacks to turn off auto‑renewal and confirm when access will end.
• If you paid via an app store, also check Apple/Google subscription settings and follow their generic subscription management if needed.

What happens when you cancel

Access after cancellation

When cancellation is confirmed, many Zacks plans continue to provide access until the end of the current paid term.

For Zacks Ultimate, auto‑renewal may be turned off and access maintained until that subscription period expires.

Billing and data

Cancellation prevents future renewals once processed, but does not necessarily trigger an immediate refund unless specific conditions apply.

Zacks retains account data per its terms; confirm data deletion or export requests with support if required.

Will I get a refund?

Standard refund position

Zacks does not list a general 14‑day cooling‑off policy for New Zealand consumers on public pages.

Refunds for standard cancellations are not guaranteed unless covered by a specific product guarantee or a company decision.

Guarantees and exceptions

• Zacks Premium: a 100% refund may be available if your portfolio underperforms the S&P 500 and you meet the guarantee's strict trading and documentation conditions.
• Newsletter guarantees (e.g., Zacks Investment Newsletter, Turnaround Trader): similar underperformance guarantees apply with documentation and minimum trade requirements.
• Zacks Law Firm Plus: subscriptions are stated as non‑refundable; cancellation takes effect at the end of the paid period with no refund for unused time.
• If eligible under a guarantee, refunds are typically issued within five business days after approval.

Zacks plans and pricing

Plans summary

Below is pricing information published in USD for major Zacks plans. No NZD pricing was found publicly.

Prices and features may change - check Zacks for current offers before cancelling or buying.

Your consumer rights in New Zealand

Relevant NZ consumer law

New Zealand consumers are protected by laws such as the Consumer Guarantees Act and the Fair Trading Act, which require services to be provided with reasonable care and skill.

These laws may entitle you to remedies (repair, replace, refund) if a paid service is not delivered as promised.

Practical steps in NZ

• Contact Zacks first to seek remedy and keep written records of all communications.
• If unresolved, contact your bank or card issuer about a disputed charge or chargeback options.
• Consider contacting Citizens Advice Bureau (CAB) and the Commerce Commission or your local consumer protection agency for guidance on cross‑border complaints.

Customer experiences

Positive feedback

Some customers report strong investment returns and praise tools such as the Research Wizard and Zacks Rank for stock selection success.

Positive reviews cite significant short‑term gains when following certain Zacks strategies carefully.

Negative feedback

Many complaints relate to difficulty cancelling subscriptions and challenges obtaining refunds, sometimes with delayed or unresolved cases.

Other users report disappointing investment performance and concerns about data security in a subset of reviews.

Documentation checklist

Required documents for cancellation or refund requests

• Account email and subscription/order number
• Payment receipts or bank/card statements showing the charge
• Copies/screenshots of email confirmations and support replies
• For guarantee claims: trade records, timestamps, and any required proof of following recommendations

Helpful additional records

• Screenshots of account settings and subscription page
• Correspondence timeline showing attempts to cancel
• Bank dispute reference numbers if you initiated a chargeback

Common mistakes

Assuming there is a web self‑service cancel button

Many users expect an online unsubscribe option; Zacks generally requires direct contact. Relying on web account pages alone can delay cancellation.

Not keeping detailed records

Failing to save receipts, emails, or trade documentation makes it harder to claim refunds under Zacks' performance guarantees.

Also, do not assume an immediate refund - confirm timelines and conditions in writing.

Comparative recap

Quick comparison table

After cancelling

Immediate steps

• Save the cancellation confirmation email or support ticket number.
• Monitor your card/bank for any unexpected post‑cancellation charges.

Useful links and follow‑up

• Contact Zacks: https://www.zacks.com/contact
• Zacks Premium guarantee: https://www.zacks.com/zackspremium/guarantee
• Newsletter performance guarantee: https://www.zacks.com/newsletter/performance_guarantee
• Zacks Law Firm Plus terms: https://www.zackslawfirm.com/terms-of-use-zacks-law-firm-plus-accounts

Address

Corporate headquarters

101 N Wacker Drive, Floor 15, Chicago, IL 60606, United States

Notes about NZ address

No New Zealand postal address for cancellations was publicly found; use the contact page or your payment provider for cross‑border dispute steps.