Support + FAQs
Find quick answers to common questions about the platform, pricing, and security.
General
How do I cancel my Surmount subscription?
How do I cancel my Surmount subscription?
How do I change my password if I forgot it?
How do I change my password if I forgot it?
Onboarding & Account Access
How long do I need to wait for my onboarding to be completed?
How long do I need to wait for my onboarding to be completed?
How long does account approval take?
How long does account approval take?
After I connect a brokerage account, how long until I can start trading with those funds?
After I connect a brokerage account, how long until I can start trading with those funds?
Deposits, Withdrawals & Funds
How long does a deposit take before reflecting in my account?
How long does a deposit take before reflecting in my account?
How long does it take to divest funds?
How long does it take to divest funds?
Is my money held by Surmount?
Is my money held by Surmount?
How long does it take for my withdrawal to be successful?
How long does it take for my withdrawal to be successful?
How can I switch bank accounts that I make deposits from?
How can I switch bank accounts that I make deposits from?
Availability & Eligibility
Is Surmount available for users outside the U.S.?
Is Surmount available for users outside the U.S.?
Users can sign up and have limited use of the platform if they are not a US citizen. They can build strategies and run backtest analysis without being a US Citizen, as well as connect to supported brokerage accounts if they have them. In order to create a Surmount internal account, you need to be a US Citizen.
Platform & Product Questions
Does Quantbase own Surmount, or does Surmount own Quantbase?
Does Quantbase own Surmount, or does Surmount own Quantbase?
What is Surmount?
What is Surmount?
Who is Surmount for?
Who is Surmount for?
What strategies are available on Surmount?
What strategies are available on Surmount?
How does Surmount make money?
How does Surmount make money?
Is Surmount secure?
Is Surmount secure?
Fees & Pricing
How much does Surmount cost?
How much does Surmount cost?
Is there a minimum to open an account?
Is there a minimum to open an account?
Tax Documents
How do I get my tax documents?
How do I get my tax documents?
Can I still get my tax documents after closing my account?
Can I still get my tax documents after closing my account?
Common Issues / Troubleshooting
Why does my account show a negative balance?
Why does my account show a negative balance?
My deposit is stuck, what do I do?
My deposit is stuck, what do I do?
My account approval is stuck, what do I do?
My account approval is stuck, what do I do?
I'm unable to divest funds, what do I do?
I'm unable to divest funds, what do I do?
I'm unable to change my password or log in to my account, what do I do?
I'm unable to change my password or log in to my account, what do I do?
Still have questions?
Reach out, and our team will guide you.
Team: support@surmount.ai
Contact number: +1(929)682-1617
Surmount AI Inc. is a financial technology company that provides automated investment strategy tools and investment strategy automation software. Surmount AI Inc. is not a registered investment adviser and does not provide investment advice.
Investment advisory services available through the Surmount platform are provided by Quantbase, LLC, a wholly-owned subsidiary of Surmount AI Inc. and an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Brokerage and custody services for Quantbase advisory accounts are provided by Alpaca Securities LLC, an SEC-registered broker-dealer and member FINRA/SIPC.
For self-directed users connecting existing brokerage accounts to the Surmount platform, Surmount AI Inc. acts solely as a technology provider. Those users are not clients of Quantbase, LLC unless they have entered into a separate advisory agreement with Quantbase, LLC.
Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. Strategy performance figures shown on this platform reflect live strategy tracking and may differ from individual account returns. Nothing on this website constitutes investment advice or a recommendation to buy or sell any security.
© 2026 Surmount AI Inc. All rights reserved.
Surmount AI Inc. is a financial technology company that provides automated investment strategy tools and investment strategy automation software. Surmount AI Inc. is not a registered investment adviser and does not provide investment advice.
Investment advisory services available through the Surmount platform are provided by Quantbase, LLC, a wholly-owned subsidiary of Surmount AI Inc. and an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Brokerage and custody services for Quantbase advisory accounts are provided by Alpaca Securities LLC, an SEC-registered broker-dealer and member FINRA/SIPC.
For self-directed users connecting existing brokerage accounts to the Surmount platform, Surmount AI Inc. acts solely as a technology provider. Those users are not clients of Quantbase, LLC unless they have entered into a separate advisory agreement with Quantbase, LLC.
Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. Strategy performance figures shown on this platform reflect live strategy tracking and may differ from individual account returns. Nothing on this website constitutes investment advice or a recommendation to buy or sell any security.
© 2026 Surmount AI Inc. All rights reserved.
Surmount AI Inc. is a financial technology company that provides automated investment strategy tools and investment strategy automation software. Surmount AI Inc. is not a registered investment adviser and does not provide investment advice.
Investment advisory services available through the Surmount platform are provided by Quantbase, LLC, a wholly-owned subsidiary of Surmount AI Inc. and an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Brokerage and custody services for Quantbase advisory accounts are provided by Alpaca Securities LLC, an SEC-registered broker-dealer and member FINRA/SIPC.
For self-directed users connecting existing brokerage accounts to the Surmount platform, Surmount AI Inc. acts solely as a technology provider. Those users are not clients of Quantbase, LLC unless they have entered into a separate advisory agreement with Quantbase, LLC.
Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. Strategy performance figures shown on this platform reflect live strategy tracking and may differ from individual account returns. Nothing on this website constitutes investment advice or a recommendation to buy or sell any security.
© 2026 Surmount AI Inc. All rights reserved.
Surmount builds investment products with the objective to help investors approach markets smarter & with less hassle.
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Surmount AI Inc. is a financial technology company that provides automated investment strategy tools and investment strategy automation software. Surmount AI Inc. is not a registered investment adviser and does not provide investment advice.
Investment advisory services available through the Surmount platform are provided by Quantbase, LLC, a wholly-owned subsidiary of Surmount AI Inc. and an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Brokerage and custody services for Quantbase advisory accounts are provided by Alpaca Securities LLC, an SEC-registered broker-dealer and member FINRA/SIPC.
For self-directed users connecting existing brokerage accounts to the Surmount platform, Surmount AI Inc. acts solely as a technology provider. Those users are not clients of Quantbase, LLC unless they have entered into a separate advisory agreement with Quantbase, LLC.
Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. Strategy performance figures shown on this platform reflect live strategy tracking and may differ from individual account returns. Nothing on this website constitutes investment advice or a recommendation to buy or sell any security.
© 2026 Surmount AI Inc. All rights reserved.