Download a copy
On your profile, choose Download my data. We email you a link to a ZIP with your personal data, holdings, orders and documents when it is ready. You can ask once a day.
Ask for your data to be deleted
- On your profile, under Your data, choose Delete my data. Or use Delete my account on the Help page.
- Add a message if you like and send the request.
- Your manager reviews it and contacts you.
Your manager is responsible for your data and decides. Records of investments and payments may have to be kept for the legal retention period, so they are kept in anonymised form. Everything else is deleted. Deletion is not possible while you still hold fractions or have open orders, but it can be scheduled for after the retention period.
Important: Deletion cannot be undone.