Help with your Valued account

Choose “Forgot password?” on the sign-in page and enter the e-mail address of your account. The link in the mail lets you set a new one.

There are no recovery codes, so a person helps. Call or write to us. We confirm that it is you by telephone or through a contact we already know, never by e-mail alone, and then remove the second factor. You receive an e-mail saying so and can set up a new one under Settings, Security.

While signed in, choose “Sign in with another account” in the account menu at the top of this site. That tab gets a session of its own, so both accounts stay open at once.

Under Payment & Credits in the app. A cancellation takes effect at the end of the period already paid; until then everything stays as it is.

In the billing portal, which opens from Payment & Credits.

If a payment failed, you keep full access for seven days from the first failure, and paying the open invoice ends the pause. The page you see links to it. After a chargeback, write to us.

Each account has its own addresses under Settings, Inbound: one for funds, one for equity, one for single investments. Forward a capital call or a quarterly report there and Valued reads it. Not part of the Free plan.

Usually it is a scan without a text layer, or a password-protected file. Upload a text version, or send us the file and we enter the figures for you.

Every list exports to Excel or CSV. For a complete copy of everything stored about you, write to us; that is your right under the GDPR.

Under Settings, Delete account. If you are the owner of the workspace, hand ownership to another member first.

Nobody at Valued has standing access to your portfolio data. If a support case needs someone to look at it, we ask you first, for that case.

Under Settings, ChatGPT, on the Professional and Family Office plans. Access ends after 30 days without use, and you can disconnect there at any time.