Accounts and data
Export data and keep a backup
Use Data exports to download selected workspace records and retain your own copy.
Exports create a downloadable copy of selected workspace data. An export is not a live sync and does not replace a separate backup you control.
Create an export
- Open Data and select the export or data-management action.
- Choose the record types and filters offered by the export form, such as account or date range.
- Start the export and wait for it to finish.
- Download the generated file and store it somewhere you control.
- Open the file and check that its date range and record count match your selection.
Use the export controls to choose scope; do not assume an export includes every attachment or setting unless it is listed. Keep files private because they may contain account and trade history. Account deletion is a separate, irreversible action in Settings → Security & Data.