About account deletion
This page explains how users of the Safeguard Securities mobile app and client portal can request closure of their account or delete their sign-in profile and associated app data.
| Category | What happens |
|---|---|
| Deleted with your request | Firebase Authentication sign-in, client profile (name, email, phone, address), app wallet/watchlist records, and portfolio holdings stored for your user ID in our app database. |
| May be retained | Brokerage records, tax forms, trade confirmations, AML/KYC files, and communications required by SEC Rule 17a-4 and FINRA (typically at least six years after account closure). These are not stored solely in the mobile app database. |
| Processing time | Immediate deletion removes app sign-in and app-stored data right away. A closure request is reviewed by our team within 30 days. Email privacy@safeguardsecurities.us for status updates. |