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NestPath Advisor Privacy Choices

Delete your NestPath account

You can permanently delete your NestPath account from Settings inside the app. This removes your NestPath account and associated user-scoped data.

See the account deletion page

Disconnect linked institutions

If you want to stop sharing data from a linked institution, use Settings inside the app to stop sync or remove linked accounts.

Manage planning corrections

If a Financial Summary insight is missing context, you can add or remove planning corrections in the app. This helps NestPath use your reported context more accurately in later guidance.

Marketing and special-offer preferences

If you would like to opt out of special offers, newsletters, or marketing emails, please email support@nestpathadvisor.com.

Questions or requests

If you have a privacy question that is not covered here, email support@nestpathadvisor.com or call 208-850-5289.