YOUR ACCOUNT

Delete your Together Wealth account

You can ask us to close your account and delete your personal information from this page, even if you no longer have the app. Before anything closes, we'll help you get your money back.

Start your request

Looking for a different mix instead?

You can switch portfolios anytime by retaking the investment plan assessment in the app. It takes about 5 minutes.

Questions about your account? We're here Monday to Friday, 9am to 5pm Eastern, at hello@togetherwealth.com.

How it works

  1. Send your request. Use the form on this page. It goes straight to our support team.

  2. We confirm it's you. To protect your money, we only act on requests we can match to the email address on your account. We may ask you to verify a few details.

  3. You get your money back. If your account holds investments or cash, we can sell your investments and send the cash to your linked bank account.

  4. We close your account. Your membership ends, your login stops working, and we delete your personal information, except the records the law requires us to keep.

Most requests are complete within 7 business days after your money has been returned.

Good to know before you ask

Your membership and fees. Your membership ends and you won't be charged again. If you signed up in the last 7 days, our 7-day money-back guarantee covers your membership fee.

Taxes. Selling investments can create a taxable gain or loss. You'll still receive tax forms for any year your account was open.

Coming back later. Once your account is closed, you'd open a new account and verify your identity again to rejoin.

What we delete, and what we keep

As an SEC-registered investment adviser, Together Wealth is required to keep certain records after an account closes. Everything else is deleted.

We delete

  • Your login and app profile

  • Your app settings and preferences

  • Your linked bank connection

  • Your contact details on our marketing email lists

We keep, as the law requires

  • Agreements and disclosures you received

  • Your investment plan answers and selected portfolio

  • Records of trades, transfers, fees and statements

  • Membership payment records

  • Messages between you and Together Wealth

We keep these for as long as securities rules require, generally at least five years, then delete them. Our third-party custodian keeps its own brokerage records under the rules that apply to it.

Request account deletion

Use the name and email address on your Together Wealth account. We'll reply within 1 business day. Nothing is sold or closed until we've confirmed the details with you.

Prefer email? Write to hello@togetherwealth.com from the address on your account, with the subject line "Delete my account".