How To Delete Wealthify Account.
Hi, you are on this platform simply because you want to know how to delete, close, terminate, and even manage your Wealthify account.
If that is true, then you are on the right platform.
We are simply going to guide you on how to close your account. So whatever be the reason you want to close your account is not our business. But our major concern is to guide you on how to delete, close, or even manage your account.
Meanwhile, Wealthify is a UK based independent robo-advisor which invests in ETFs to keep clients’ investment management costs to a minimum. So similar to other robo-advisers (such as Wealthsimple, Nutmeg and Moneyfarm). Wealthify uses an automated process to create portfolios that align with a client’s appetite for risk.
How To Delete Wealthify Account
If you wish to close your account, then you will have to request for that. To do this, you will have to send them a secure message confirming your closing request.
And to send a secure message:
- Log into your account
- Go to Messages and hit compose
- Enter your account closure request
- And finally, note that it can take up to 10 working days for them to sell your investments and return your money to you, or transfer to a new provider in the case of a pension or Junior ISA.
NOTE ALSO: If you wish to reopen your account again at any time, you will have to get in touch via Live Chat on their website, call 0800 802 1800, or send them a message.
Data (Account) Deletion Request
You may submit a verifiable request for them to delete any personal information they have collected about you. Please note that this is subject to certain exceptions.
Once they receive and confirm your verifiable request, they will delete your personal information from their records, unless an exception applies.
However, if they are not able to verify your identity, they will deny your request to delete it. They may also deny your deletion request if retaining the information is necessary for them or their service provider(s)…
Follow these steps below:
Step 1. Log into your Email Account that is linked to the account you want to delete.
Step 2. Compose an email requesting account deletion, with your honest reason.
NOTE: You must state your account information on the body of your message.
Step 3. Now, in the Subject section type “REQUEST TO DELETE MY ACCOUNT”
Step 4. And finally, send the email to [email protected].
Here is a SAMPLE on how to write such an email.
You are also able to change or remove your preferences via your online dashboard within the profile section under ‘preferences’. Alternatively, you can contact their customer service team via online chat, secure messaging, email or telephone.
See also their support email ([email protected]) and support phone number (0800 802 1800), call between 8am and 6:30pm Monday to Friday.
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