To delete your account:
- In your portal, click the arrow next to your profile picture and select 'Settings' from the drop down.
- Click 'User Settings'
- Select 'Account Settings' > 'Deactivate account'.
- A pop-up will appear: enter your password and click 'Confirm'.
NOTE: Your data will be deleted within 14 days of your request. Account deletions are final and cannot be undone.
Should you want to use the wealth portal in the future, you’ll need to create a brand new account: all previously entered information such as overall net worth, property details, and personal documents will be lost.
If you login during the 14 day account deletion cooling off period, this will cancel the account deletion request.
As part of the deactivation process, your primary professional will also receive a notification that you've deactivated your account.