If you would like to proceed with closing your Elevault account, please first bring your total balance to $0 to ensure you have a much smoother (and quicker!) experience.
Then, when you're ready, contact our support team and we'll be able to help you close your account!
Before requesting closure
Bring your total balance to $0.
You will not be eligible to close your account if your total balance is above or below $0.00.
Make sure any remaining funds have been successfully transferred from your Vaults to an active Linked Account.
Tap the Transfer icon at the bottom right
Enter in the full amount
In the From: section, choose the Vault that has a balance
In the To: section, click the Linked Accounts tab and select your account you wish to transfer to
Tap Move Money.
Repeat if needed until your balance is $0.00.
Note: If you have a negative balance in Elevault, before you can close your account, you will still need to bring your balance to $0 by moving money from your Linked Account to your Vault.
Closure checklist:
To ensure you don't have any issues with future transactions, such as autosaves, direct deposits, or bill payments, please review the following steps:
Delete any Scheduled Saves.
Open any Vault(s) you have Scheduled Saves enabled for.
Tap ººº in the top right
Select Edit Vault
Tap the green toggle to turn off Scheduled Saves.
Repeat for any additional Vaults you have Scheduled Saves with.
Turn off any VaultKeys.
Tap the Menu icon in the top right
Tap Manage VaultKeys
In the Active VaultKeys section, tap one to open/edit it.
Tap the green toggle to turn this VaultKey off.
Repeat for any additional VaultKey(s) you might have.
Leave any Shared Vaults.
Tap the Shared With Me tab
Tap the Vault you would like to remove yourself from
Click ººº in the top right
Tap Leave Vault
Unlink all Linked Accounts.
Tap the Menu icon in the top right
Tap Linked Accounts
Tap your Linked Account to open/manage it.
Tap Unlink This Account
Submit your request through the app
Our office is open Monday through Friday, from 8:30am to 4:30pm (Central).
(Holidays could affect these hours.)
Click the menu icon (top right)
Click Settings
Click Request to Close My Portfolio