🗑 Delete your account & data
You can permanently delete your NestEgg Advisor account and its associated data.
Deletion is not reversible — deleted records cannot be retrieved.
The fastest way — inside the app
- Advisers: sign in → avatar menu → ⚙️ Settings →
Delete my account. This permanently deletes your account and
everything it owns: clients, wills, documents, chats and files.
- Clients: sign in to your portal → Account Settings →
Delete my account. This permanently deletes your sign-in account.
The will and documents prepared with your adviser remain your adviser's
professional records — include them in a written request below if you want
those reviewed for erasure too.
Can't sign in? Request it here