Access, correct, or export
Ask your advisory firm for a copy of your information, a correction, or an export. Simbo can help coordinate a request with the firm that manages your records.
Your information.
Your voice.
A clear path for questions about your information, permissions, or account.
Withdraw optional permission
Contact your firm or the privacy contact to withdraw consent for optional processing. For device access, use the app’s permission controls or your device’s settings when the mobile app is available.
Request account deletion
Ask to delete your account and associated information that does not need to be retained. We will explain identity verification, timing, and any legal recordkeeping exceptions. Removing access alone is not account deletion.
MAKE A PRIVACY REQUEST
Start with your firm.
Start with your firm.
We can help from there.
Include your name, your firm, and whether you want access, correction, export, consent withdrawal, or deletion. Use the email associated with your account when possible. Do not send passwords or sensitive financial documents.
Email the privacy team ↗info@simboip.com
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