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LEGAL & COMPLIANCE

Account Closure & Data Deletion

How to close your Invo Wealth account and what happens to your data.

Last updated: 22 August 2026Version 1.0.0
On this page
  • Before you start
  • What gets deleted vs. retained
  • How to request account closure

Before you start

  • Closing your account is permanent and cannot be undone
  • Data not subject to legal retention will be deleted or anonymised
  • Financial transaction and audit records that we are legally required to retain will be kept in a restricted, access-controlled state for the applicable retention period — they are not deleted just because you close your account
  • You will be signed out of all devices once closure is complete

What gets deleted vs. retained

Deleted or anonymised: profile information, uploaded documents not subject to legal retention, portfolio views, notification preferences.

Retained (restricted access, for the legally required period only): identity/KYC records and financial transaction records where a regulatory record-keeping obligation applies.

How to request account closure

Self-service account closure is being rolled out. Until it is fully available in-app, request closure by emailing contact@invowealth.com from your registered email address; we will verify your identity before proceeding.
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