The beta agreement

Keep your seat by linking a real brokerage

Claiming a seat starts a 48-hour clock. A qualifying link is at least one real brokerage connected through Plaid that successfully syncs positions or investment transactions.

If you have no qualifying link by the deadline, product access is suspended and your seat goes to the next applicant. An offered seat must be claimed within 72 hours. If you tried to link and it failed, you get 5 additional days from the original deadline for help.

Use your own Google account, either personal Gmail or Google Workspace. The beta is free, with the Premium feature set while you hold a seat. Features may change or break.

Read-only data and account review

Midas Edge reads account data and never places trades. Share lists and analysis are for you to review. They are not investment advice.

The Midas Edge team and its AI agents may view your account read-only to diagnose problems and improve the product. Every such view is logged. You can ask for the log through Support.

If a new agreement widens what the team may see or do, we will ask you to accept that version before using the wider permission.

Ending a seat and deleting an account

Letting a seat lapse or leaving the beta does not delete your account, uploaded statements or portfolio history. They stay on the account until you request account deletion.

Request deletion in Settings → Account. As the privacy policy states, when you close your account, we hold your data for 30 days to allow recovery, then perform a full purge. Audit logs are retained for 7 years per financial-record norms; entries are append-only and removed only through the account-deletion cascade. See the privacy policy for its full retention rules. Some immutable financial evidence may remain; Support can explain those records.

Deleting your account removes your email and Google identity from beta records. We keep an anonymous record of your seat’s dates and how it ended.

A timer for deleting a lapsed member’s data has not been set. Nothing is deleted on a timer today.

Report a problem or request your review log

Use “Report a problem” in the product or Support. Describe what you tried, what happened and what you expected. Support gives you a ticket reference to follow. Do not include brokerage passwords or access tokens.