How do I close or delete my account?

How do I close my account?

To close your account, you must first close any positions and withdraw all remaining funds. Once your account has a zero-dollar balance and no open positions, in the app go to the Help Center and Contact us by Phone or Online Chat to have your account closure request processed. You can also email your request to bbae@rbsecurities.com.

Once your account is closed, you can still login to the app however no historical records will be available. You are able to retrieve statements, tax documents, and trade confirmations by logging into www.bbae.com/docs with your app login.

These documents, and additional records, are retained for a period of time as required by regulations, but they are not retained indefinitely. Your information will not be used for any purpose other than fulfilling our regulatory obligations. We strongly suggest downloading any documents you may need in the future prior to closing your account.

How do I delete my account so I can no longer login?

In addition to closing your account, if you want to delete your login, please email us at bbae@rbsecurities.com. Once your account is deleted, you will no longer be able to log into the app or retrieve statements, tax documents, or trade confirmations from www.bbae.com/docs. We strongly suggest downloading any documents you may need in the future prior to requesting an account deletion.

If your account has already been deleted and you need to request account documents, please email us at bbae@rbsecurities.com and we will determine if the documents are available. Please be advised that account documents, and additional records, are retained for a period of time as required by regulations, but they are not retained indefinitely. Your information will not be used for any purpose other than fulfilling our regulatory obligations.

Please contact our customer service team with any questions at 1-800-950-5266 or bbae@rbsecurities.com.