Broker data deletion and account control

Disconnecting a broker stops future synchronization from Optioneer. Users should also revoke Optioneer from their broker's third-party app or security settings where the broker makes those controls available.

Users can request deletion of imported broker data associated with their Optioneer account. Deleted broker data is removed from user-facing portfolio tracking views and handled according to applicable legal, security, and fraud-prevention retention obligations.

Account deletion removes the Optioneer user account and associated personal account data subject to legal retention requirements. Before requesting account deletion, users should disconnect brokers and export any information they want to keep.

Some records may be retained for a limited period where required for security, billing, fraud prevention, dispute handling, tax, legal compliance, or backup integrity. Retained records are limited to the purpose that requires retention and are not used to continue broker synchronization after access is revoked.

Optioneer supports privacy rights such as access, correction, export, and deletion where required by applicable law, including GDPR principles for users in relevant jurisdictions. For the broader policy, review the Privacy Policy.

To revoke future synchronization, disconnect the broker in Optioneer and revoke Optioneer access from the broker's authorization settings where available. Revocation prevents new broker data from being synchronized after access ends.