Limited beta

Privacy

Visionary Tax Vault stores account profile information and financial or tax-planning data you provide, including imported and broker-derived trade records.

Authenticated beta feedback stores its category, message, page path, submission time, and account identifier so reports can be investigated. Do not place credentials or raw broker payloads in feedback.

Broker information is retrieved through third-party integrations such as SnapTrade and MetaApi. MT5 credentials are configured on MetaApi’s hosted page; Visionary stores the provider account identifier and non-secret connection metadata needed to synchronize history.

We use this information to provide ledger, reconciliation, support, and planning features, not tax or legal advice.

Request account and data deletion through Support. Requests are reviewed so ledger and tax history are not removed accidentally.