Settings

Sync Your Financial Accounts in 1 Click

We use Plaid to securely connect your bank accounts, retirement funds, and insurance policies. No passwords stored — read-only access.

No third-party data sharing. Your data is never sold.

Linked Accounts

Security Center

Privacy & Data

Your data is never shared with third parties. We only use your financial data to generate AI recommendations within this platform.

Profile Information

Password

Change Password

Connected Accounts

Two-Factor Authentication

Add an extra layer of security to your account using an authenticator app.

Login Activity

Recent sign-in activity on your account.

Language Preference

Choose your preferred language. This will be saved to your account.

Notification Preferences

Choose which email notifications you'd like to receive.

Email notification preferences will take effect as our notification system is set up. Your preferences are saved.

Data Sharing

Consent to AI analysis of your financial data for personalized plans Allow assigned advisors to view your plans and data Help improve our service with anonymized usage data

Your Data

Data retention: 3 years after account closure

Connected Services

Danger Zone

Permanently delete your account and all associated data. This action cannot be undone.

Your profile and login credentials
All rollover plans and intake forms
Payment history records
Connected bank accounts and transaction data
AI analysis logs

We recommend downloading your data first.

Alternatively, contact us at support@elenvo.ai and we will process your request within 7 business days.