Charterly Help Center

Have questions about QBank, Mock Exams, or Alpha AI? Find instant answers below.

Getting Started

Create your account, reset passwords, and navigate your dashboard.

QBank & Mocks

Access topic-specific questions and run full-length mock exams.

Alpha AI Tutor

Unlock personalized concept walkthroughs and calculator formulas.

Billing & Payments

Upgrade to Premium, manage Razorpay payments, and receipt access.

Getting Started

Creating an account is free and takes less than 30 seconds. Head to the Start Free button in the navbar, enter your email, and pick a password. You will get immediate access to your free dashboard trial containing:

  • 20 sample mock exam questions.
  • 25 interactive study flashcards.
  • Access to the standard study calendar interface.

You can reset your account password at any time. Go to the login page and click “Forgot Password”, or visit your account settings if you are already signed in. An automated password reset link will be sent to your registered email address.

QBank & Mock Exams

Our Mock Exams are designed to mirror the exact interface, timer rules, and layout you will experience on the actual exam day. This prepares you mentally for the real testing environment. Premium subscribers get 3 full-length AM/PM mocks covering all exam weights.

Our question bank has over 2,000+ practice questions covering the official CFA® Level I curriculum. Each question comes with structured step-by-step explanations, calculation breakdowns, and calculator keystrokes.

Yes. In your QBank Dashboard, go to Settings and click “Reset My Practice Progress”. This will clear your completed status on questions and reset your statistics, letting you re-do readings from scratch.

Alpha AI Tutor

Alpha AI is your built-in study assistant. It sits contextually inside your dashboard. If you get stuck on a difficult formula or calculation, clicking the AI widget will parse the current question context and provide a clean walkthrough without revealing the answer immediately. It prioritize teaching you the formulas and calculator keystrokes.

The actual CFA® exam allows only approved calculators, with the Texas Instruments BA II Plus being the most popular. Rather than just giving you algebraic derivations, Alpha AI explicitly shows you what buttons to press (e.g. N, I/Y, PV, PMT, CPT) to save you valuable time on exam day.

Yes. The AI chat widget has a file upload icon. You can snap a photo or upload a screenshot of any calculation, table, or question, and Alpha AI will analyze the image and walk you through the math step-by-step.

Billing & Payments

We process payments securely through Razorpay. We support all major Credit cards, Debit cards, Netbanking, UPI (Google Pay, PhonePe, Paytm), and popular digital wallets.

Don’t worry. This occasionally happens if Razorpay takes a moment to ping our server after you close the checkout modal. Simply log out of your account, wait 1 minute, and log back in. The portal will fetch your updated order history and unlock your Premium features. If it still doesn’t show up, contact our support team immediately.

Since we provide immediate full curriculum access, Mock exams, and active AI token credits, our premium packages are generally non-refundable once unlocked. However, if you experienced technical payment errors or duplicated charges, please email us and we will assist you.

Still need help?

If you couldn’t find the answers you were looking for, feel free to drop us a message and our support team will get back to you within 24 hours.

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