Delete your PROFINIO account

In the app or the client portal

1. Sign in to the PROFINIO app or to the client portal in your browser.
2. Open “Profile” and then “My data”.
3. Choose “Deletion request”, add a reason if you wish (without names or contact details) and submit the request.
4. You can then see the status of your request in your profile. You can withdraw it until a decision has been made.

Tip: under “My data” you can export a copy of your data first.

By email

If you can no longer sign in, write to the address for data protection requests given in our privacy policy. If possible, send the message from the email address of your account. To protect your data, we verify your identity and may ask for further information.

What happens next

The request itself does not delete anything yet. Our administration usually reviews it within 30 days.

If a statutory retention obligation applies, your file is first archived and only deleted once that period has expired. Archiving is not deletion: until then you can still read your data but no longer change it; your advisor no longer has access.

If the request is declined, your advisor will tell you the reason in writing.

What is deleted

• Your client file with cases, tasks, insurance policies and notes
• Your documents, including the stored files
• Messages with your advisor and their attachments
• Consents, notifications and emails relating to your file
• Your user account with sign-in and sessions, and the device identifiers used for app notifications
• Contact requests from which your file was created

What is kept for a limited period

• A record of the deletion with client number, dates and status, without names or contact details.
• Security and sign-in logs in pseudonymised form; they are deleted automatically when the log retention period ends.
• Backups are not cleaned individually; the deletion takes effect there once the copies are replaced in their normal rotation (about six months).
• Data subject to a statutory retention obligation, until that period has expired (see above).