Account Deletion

You may initiate the deletion of your Let Bob account by completing this form, providing your legal name, the email address associated with your account registration, your date of birth, and your phone number. Upon receipt of your request, we will proceed with the following steps to delete your account.

We will reach out to you through email and/or phone to verify your request for Let Bob account deletion.
Should you not have liquidated your account before making this request, we will proceed with the liquidation of your brokerage account.
We will inform Tradier, the broker-dealer responsible for your brokerage account, of your intention to close your Let Bob account. They will subsequently get in touch with you to discuss the potential closure of your brokerage account.
Your personal and demographic information will be permanently removed from the Let Bob database.

In addition to the deletion of your personal and demographic information from our database, we will also eliminate all brokerage account identifiers, preferences, intentions, risk tolerance, and tracking data.

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Disclosures: Let Bob Advisory, LLC (“Let Bob Advisory”) is a registered investment adviser with the Securities and Exchange Commission (“SEC”) Information provided on this website is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Let Bob Advisory is not affiliated with or endorsed by the Social Security Administration or any other government agency. A copy of Let Bob Advisory’s current written disclosure statement (“Form ADV Part 2A”) discussing its business operations, services, and fees is available on the SEC’s website at www.adviserinfo.sec.gov. Additional information is available in our Client Relationship Summary. Please click here .

Let Bob Advisory does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Let Bob Advisory’s website or incorporated herein and takes no responsibility therefor. If you would like to request the deletion of your account in the Let Bob Robo Advisor app, please click here.

What is a Robo-Advisor?
The term “Robo-Advisor” generally refers to an automated digital investment advisory program. It provides digital financial advice based on mathematical rules and/or algorithms.

Will my funds be protected?
When you open a brokerage account with Tradier Brokerage, Inc (a Securities Investor Protection Corporation (“SIPC”) member brokerage firm), SIPC protection helps address your risk of losing your securities and cash held by the firm if it fails or goes out of business. If a SIPC member brokerage firm fails, SIPC protects its customers against the loss of securities and cash deposited with the SIPC member firm for the purchase of securities. SIPC protection advances funds of up to $500,000 per customer (including a $250,000 limit for cash claims) to cover a shortfall in customer property.