Account & security
Profiles, access, privacy, and your data controls.
Articles and answers
12 articles in this topic
How Profiles work in Clover
Keep each set of finances separated with its own Profile.
Help articleHow Clover protects your account
Learn the basics of authentication, session handling, and safe defaults.
Help articleWhere Clover stores your data
See which data stays on the server and which data may be cached locally.
Help articleRaw upload retention and deletion
Understand how long raw imports stay around and how to remove them.
Help articleHow to delete your Clover account
Close your account when you no longer want Clover to keep your data.
Help articleConnect and manage bank accounts
Connect supported banks, understand your plan allowance, and review synced records.
Help articleProfiles and your Clover account
Understand the difference between the account you sign in with and the Profiles you use to organize money.
Help articleSwitch, rename, or remove a Profile
Choose the right Profile before you work, and keep your list easy to recognize.
Help articleProfile limits on Free, Plus and Pro
Know how many separate financial Profiles are included with each plan.
Help articleManage signed-in devices and sessions
Review where your account is signed in and close access you no longer recognize.
Help articleWho can see shared and private data
Understand the boundary between your private Profiles and information shared through Circles.
Help articleDelete files, financial data, or your account
Choose the right removal option for the information you no longer want Clover to keep.