Account deletion permanently removes your Policy Stack account and the data owned by that account. Because deletion touches billing, access, collaborators, team seats, and agency ownership, Policy Stack checks for unresolved responsibilities before the deletion can finish.
Deletion is permanent. Export any records you want to keep before starting the deletion flow.
What Gets Removed
When deletion completes, Policy Stack removes the account and its owned records, including:
- Profile and household records
- Policies, snapshots, policy loans, deployments, goals, documents, and ledger history owned by the account
- AI conversation history and saved account-level preferences
- Advisor, team, collaborator, and notification links tied to the deleted account
Records that belong to other people are not deleted just because they were connected to you. For example, a collaborator's own account and an advisor's practice account remain separate.
What Must Be Handled First
Deletion fails closed when an unresolved responsibility would otherwise be left behind:
- Active Stripe subscriptions must be canceled or cleaned up before account data is purged.
- Agency owners must transfer ownership or dissolve the agency before deleting the owner account.