How can I delete my account?

Overview

We understand that you might like to delete your account with us.

Per our Privacy Policy, we reserve the right to retain account data for the purposes of meeting any legal, accounting, or reporting requirements.

However, you are able to close your goals and custodial accounts with us.

How to Close Goals and Custodial Accounts

Please ensure that you do not have any pending transfers or scheduled auto-deposits.

To proceed, you should be able to close your goal, then your account, directly in your profile. Please feel free to contact support if you need any assistance.

Frequently Asked Questions

Below is some more information on frequently asked questions:

1. Will I incur fees overtime if I am not able to delete my account?
   No, you will not incur fees if you complete the account closure and profile deactivation process here.
   
   
2. What do you do with my data after I’ve closed my account?
   For accounts opened on the OneVest platform, we may retain account data for up to seven (7) years. This is in line with OneVest’s record keeping requirements under the Proceeds of Crime (Money Laundering) and Terrorist Financing Act (PCMLTFA) and associated Regulations
   
   
3. Who can I contact if I still have questions or concerns?
   If you need more information, please reach out to [e-mail].