Managing Your Notifications
Harvest gives you total control over how we communicate. You can customize your preferences for Email, Push, SMS, and In-App alerts in seconds.
1. Where to Find Settings
Log in to your Harvest Account.
Tap your Profile Icon in the top right-hand corner.
Click Profile Settings.
Select Notifications tab.
Toggle notification on and off as needed.
2. Notification Channels
Channel | Best For... |
Long-form records (Tax docs, Statements, Trade Confirms) | |
Push (coming soon) | Real-time updates (Milestones, Price Triggers) |
In-App | Non-urgent browsing (Stewardship tips, Feature news) |
SMS (coming soon) | Critical Security Only (Password resets, unusual logins) |
3. Core Categories
Transactions: Confirmations for every buy, sell, deposit, and withdrawal.
Security: Immediate alerts for login attempts or profile changes. (Enabled by default for your protection).
Market & Portfolio: Weekly performance summaries and rebalancing alerts.
Learning & Goals: XP milestones, daily streaks, and stewardship tips.
Pro-Tips for Less Noise
Use "Weekly" Over "Daily": Switch your Portfolio Summary to weekly to avoid market "noise."
Reserve Push for Action: Keep push notifications on for Transactions and Security, but move Learning and Updates to In-App.
Regulatory Alerts: By law, certain documents (Trade Confirms, Tax Forms, and Statements) must be delivered via at least one digital channel.