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Delete your IBviz account

In most cases, deleting one or several portfolios is preferable to deleting your entire IBviz account. Both actions are permanent and cannot be undone.

Deleting a portfolio removes

  • The portfolio and its transaction data
  • Access rights you've shared with others for that portfolio
  • Its link to IBKR, if applicable

Deleting your account removes

  • All portfolios you own, their transaction data, and private assets
  • All access rights shared with others
  • Your IBKR connection
  • All investment notes and tags you've created
  • Any prepaid subscription credit

Steps

  • Cancel your subscription first.
  • Go to My Account → Settings, click Delete my account, then confirm when prompted.

Note: This action cannot be undone.