You have the right to delete your data at any time. Choose the scope of deletion below. This form removes the selected local records or saves an account-removal request; it does not confirm full account removal, removal from other systems, or disconnection at your financial institution.
What gets deleted
Two-step verification within the last five minutes is required before submitting a deletion request. Set up Account Security or verify this session.
- Imported bank data — removes local account records and cached transactions only when no provider connection requires verified disconnection. Otherwise the request is blocked without removing data.
- Phase data — removes saved phase state, wealth alerts, and financial health assessments. Other records and your account remain.
- Account-removal request — removes the selected local data and saves a request for further account removal. Completion is not confirmed by this form.
Revoking access at Plaid directly
You can also revoke I AM Wealth's connection at any time from my.plaid.com. This form does not verify that action or automatically confirm a later purge. Submit a separate removal request for locally stored data.