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Recap's Agent Portal
How do I manage sharing my data?
How do I manage sharing my data?

Remove a share, cancel a share and security information.

Sam Adams avatar
Written by Sam Adams
Updated over a week ago

Recap's Agent Sharing allows users to securely share their data with an Agent (such as an Accountant, Tax Advisor or Wealth Manager). Our approach prioritises your security and privacy ensuring that only you and anyone you explicitly authorise will have access to your data.

Is sharing secure? Can Recap see my data?

Yes, very secure and we can never see your data. We use a double-opt-in approach for sharing to ensure that you only ever share data with someone that you know and trust. This approach makes it very difficult to accidentally share your data with the wrong person or a malicious actor. Whilst double-opt-in requires one more step than you might normally see for this type of feature, we believe the added security benefits make this worthwhile.

How long does sharing last?

By default, access will expire after 90 days to ensure that your data remains private. In an upcoming release, you'll be able to choose the expiry length yourself when creating a new invitation.

How do I stop sharing with an agent?

Access can be revoked by you at any time. In Settings under Agent Sharing find the agent you wish to stop sharing your data with and click the 'Cancel' button.

Access to your account is instantly removed from the Agent's Portal.

Do invite links / emails / codes expire?

Yes. Invite codes are valid for 7 days, after this, you will need to create a new invite link/code.

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