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Privacy & security
Exporting your data
How GDPR/CCPA-style exports package portfolio, account, and AI audit data.
Quick actions
Jump straight to the place that usually fixes this.
Open Data Export from Account settings to request a copy of your profile data, portfolio records, alerts, and eligible audit trails, review earlier requests, or verify an export archive.
Exports are prepared through a controlled job so large brokerage histories and AI synthesis audit entries are bundled consistently.
The export does not include secrets, Plaid access tokens, or other operational credentials.
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