Wealt

Go to Settings → Preferences → Display Currency. Your entire portfolio recalculates immediately. This doesn't affect your actual investments.

How do I change my preferred display currency?

Tap "Add Asset" → enter details → save. Wealt tracks it alongside your SPV investments.

How do I add an asset to my portfolio?

Notifications for deal status changes, investment milestones, portfolio updates, exit events, and account alerts. Delivered in-app and via email.

What notifications will I receive?

No. Each person may have only one Wealt account, linked to one verified identity. This is required by financial regulations (KYC/AML).

Can I have multiple accounts?

Three ways: Chat with Us (fastest, <2hr response), Book a Call, or email hello@wealt.co.

How do I contact Wealt support?

Go to Settings → Account → Delete Account → confirm. You cannot delete your account if you have active investments. Data anonymized within 30 days.

How do I delete my account?

Go to Profile → Security → Multi-Factor Authentication→ SMS OR Authenticator.

How do I enable 2FA (two-factor authentication)?

On the login screen, tap "Forgot passcode?" → enter your email (or use Social Login via Google or Apple) → check your inbox for a reset link → create a…

How do I reset my passcode?

Encrypted at rest (AES-256) and in transit (TLS 1.3). Passwords hashed with bcrypt. Documents stored in encrypted AWS S3. KYC data processed by SOC 2-certified partners.

How is my data protected?

Monday to Friday, 9am–6pm UK time (GMT/BST). Help Center available 24/7 for self-service. Chat messages queued outside business hours.

What are Wealt's support hours?

Contact hello@wealt.co with your account email and proof of identity. We'll disable 2FA temporarily so you can log in. Takes 1–3 business days.

What if I lose access to my 2FA device?

Wire transfer (bank transfer) is the primary method. A Credit cards, PayPal, and crypto are not accepted.

What payment methods are accepted for investments?

Only Wealt employees with operational need. We never sell your data to third parties or share it with advertisers.

Who has access to my personal information?

Go to Portfolio → Graph → Export Data. Export your portfolio in CSV format. Includes all investments, valuations, dates, and performance metrics.

How do I export my portfolio data?

Manage your profile, enable 2FA, protect your data, and reach our support team.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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