Investfly Guides

Documentation for Investfly account and platform workflows

Profile and security

Profile holds your personal information, sign-in email, and password controls. Membership holds plan, billing, feedback, and account-management controls.

Update profile information

Open the account menu and choose Profile. You can update your first and last name and address information from Personal Information.

Changing personal details does not change the sign-in email; use Email Settings on the same Profile page for that change.

Change your email address

  1. Open the account menu and choose Profile.
  2. Enter the new address under Email Settings and submit the change.
  3. Complete the confirmation step sent to the new address.
  4. Use the confirmed email address the next time you sign in.
If you no longer have access to the current or new address, contact support rather than creating a second account.

Change your password

  1. Open Profile.
  2. Enter and confirm a new password under Password Security.
  3. Save the change, then sign in with the new password.

Use a unique password that you do not reuse on a broker, email account, or another financial service.

Delete your account

The Membership page includes a permanent account-deletion action protected by password confirmation. Deletion removes the Investfly account and user-owned platform resources and cancels the associated subscription.

Account deletion is permanent. Review and export anything you need, stop automation, close or manage positions at the account provider as appropriate, and disconnect external accounts before confirming. Deleting Investfly data does not cancel an order or close a position already held by an external broker.