How can we help?
Get help with Grayedge account access, connected brokerage data, portfolio calculations and investor reporting.
Email Grayedge supportWhat to include
- A short description of the problem and the steps that led to it.
- Your app build, device and operating-system version.
- The date, time and time zone when the problem occurred.
- For a calculation question, the date range, valuation label and relevant figures.
Redact account numbers, investor names and other sensitive information from screenshots and diagnostics. Never email passwords, authentication codes, session tokens, brokerage credentials or full account exports.
Balances and performance
Broker balances and current position prices may have different timestamps. Grayedge labels stock-mark estimates separately from reported balances. Compare values at the same time and check whether fees, interest, cash flows and the same date range are included.
Deposits and withdrawals are cash flows, not investment gains or losses. A position's open P/L and the account's year-to-date investment result measure different things.
Sign-in and investor access
For firm invitations, investor capital assignments or shared access, contact your firm administrator. For sign-in, connection or synchronization problems, email support without sending credentials.
Account and data requests
In Grayedge, open More → Account & help → Delete my Grayedge account and follow the account review and confirmation steps. Shared-firm owners may need to transfer ownership before deleting their login. Deleting a sole-user firm can also delete its records and stored brokerage connection credentials; review the listed firms carefully.
Account deletion does not close your brokerage account. Removing a login from one device and disconnecting a broker are separate actions. For access, correction, privacy or deletion questions, email support. We may need to verify your identity before handling a sensitive request.
Apple subscriptions
If you purchased a subscription through Apple, use Apple's subscription settings to manage or cancel it. Deleting a Grayedge login does not automatically cancel Apple billing. A firm member may need to contact the administrator who purchased the firm's subscription.