How can we help you?
Find answers to common questions below, or reach out directly and our team will get back to you.
Frequently Asked Questions
How do I connect my brokerage account?+
Go to Settings → Connections and click "Add Account". InvestMind supports 50+ brokerages via secure OAuth. Your credentials are never stored on our servers.
Is my financial data safe?+
Yes. All data is encrypted at rest with AES-256 and in transit with TLS 1.3. We are SOC 2 Type II certified and undergo annual penetration testing by independent security firms.
Can I cancel my subscription at any time?+
Absolutely. Cancel anytime from Settings → Billing. Your plan stays active until the end of the current billing period — no fees, no surprises.
What does the AI Copilot actually do?+
The AI Copilot analyzes your portfolio in real time, answers questions in plain language, surfaces hidden risks, and suggests rebalancing opportunities — all personalized to your goals and risk tolerance.
How accurate are the simulations?+
Our Monte Carlo engine runs 10,000+ paths using real historical volatility and correlation data. Results show a probability distribution of outcomes, not predictions. Past performance does not guarantee future results.
Does InvestMind provide regulated financial advice?+
No. InvestMind is an informational and analytical tool. The insights and recommendations provided are for educational purposes only and do not constitute regulated financial advice. Always consult a qualified financial advisor before making investment decisions.
Still need help?
We typically respond within 4 business hours.