Export one client's data
- Open the client, choose Data, then Export client data.
- Open Settings, Data and download the export when it is ready.
The ZIP holds the client's profile, holdings, ledger, orders, payments, distributions, messages and documents. Clients can also request their own export from the portal, once a day. The link is emailed to the person who asked.
When a client asks to be erased
A client can ask from the Help page of the portal. The client is flagged, and the owners get an email, at most one per client per day. EasyHaus never erases automatically: you are the data controller and you decide.
- Open the client. A notice shows the request.
- Choose Data, then Erase personal data.
- Choose Erase now, or Erase after the retention period and a date, for clients who still hold fractions or have orders.
- Type the client's name to confirm.
What erasure does
- The name becomes
Erased clientand a short ID, and the email becomes an invalid address. Phone, identity, investor details, tags, notes and custom fields are cleared. - Sensitive identifiers, bank accounts, notes, reminders, group memberships and documents are deleted, and portal access and sessions are revoked.
- Orders, payments, ledger entries, distributions and the audit log keep the client's ID, under the anonymised name. They are financial records that must be kept.
Important: Erasure cannot be undone. It is refused while the client holds fractions, has open orders or has an open transfer. Schedule it for after the retention period instead.
A daily job carries out scheduled erasures.