We collect data so we can deliver financial services, provide content that’s relevant to you, and to comply with applicable laws and regulations. For more details, review our Privacy Policy.

To request a download of your personal data:

1. Select Account (person icon) → in app, select Menu (3 bars) or on the web, select Settings
2. Select Security and privacy → Manage your data
3. Select Download personal data → Request personal data

We’ll notify you by email once your request is complete and your download is available. It may take a few weeks to prepare your download. Once it’s ready, your data will be available to download in the app for 30 days.

What's in the download

Personal information in the following categories will be included in the download. The download is not an exhaustive list of personal information, and is limited as provided by federal laws governing financial institutions. Review our Privacy Policy for more details.

Personal information: May include your name, email address, physical address, date of birth, citizenship, number of dependents, and marital status.

Investment profile: Includes your personal details, such as employment, marital status, number of dependents, and your investment and asset knowledge assessment results, and information related to marketing.

For information about biometric data you provide, review Verify it’s you.

Marketing interactions: Includes device identifiers (like IP address or mobile device identifiers), ad campaign interactions, and data related to Sherwood Snacks.

Data we generate: Your gender, inferred by your first name.

What's not in the download Not all the data we collect is included in your personal information download. We follow laws and regulations that outline what we’re required to share. For more information about the data we collect, how that data is used, and how we protect your privacy, review our Privacy Policy.