You can permanently delete your sign-in and saved Money in Reach data from the Account page. You can also ask us for help if you cannot access the account.
Contact us from the email address used for your Money in Reach account when possible. We may ask you to verify that you control the account before deleting it.
Do not send a password, Social Security number, full account or card number, PIN, or financial document through the form or ordinary email.
What deletion covers
Data removed with your account.
Permanent account deletion begins removal of the following data tied to the account:
Plaid connection tokens and connected-account cache;
Resolve cases, drafts, reminders, timeline activity, and private evidence;
email preferences and unused entitlements; and
other user-owned Firestore and Money in Reach database records covered by the deletion process.
If a provider is temporarily unavailable, the account remains blocked while the remaining cleanup is completed.
Limited retention
Some records may be kept when required.
Money in Reach may retain limited pseudonymized legal-acceptance, security, audit, and Stripe billing records when reasonably needed for accounting, tax, fraud prevention, payment disputes, legal claims, a legal hold, or another legal obligation. Restricted backups may keep deleted data temporarily before normal deletion cycles finish.
These exceptions do not keep your account active. Read the Privacy Notice for the complete retention periods and limits.
Choose Disconnect financial institution to remove Plaid-connected data, or Delete saved Money in Reach data to remove saved planning records while keeping your sign-in and billing account.
To remove Resolve data, open Resolve and delete an individual case or use its control to delete all Resolve data.
For help with another data-deletion request, use the contact form and choose Privacy or data deletion request.
