Account and security

The Account tab is the first tab in Settings. This page walks through the four things people come here for. You need to be signed in.

How to turn on two-factor sign-in

Two-factor sign-in asks for a 6-digit code from an authenticator app each time you sign in. Google Authenticator, Authy and 1Password all work.

1. Open Settings. The Account tab opens first.
2. In the Two-factor authentication card, click Enable two-factor authentication.
3. Scan the QR code with your authenticator app. If you can't scan it, open Can't scan? Enter this secret manually and type the secret into the app.
4. Type the 6-digit code the app shows and click Verify.
5. The card now says On.

To turn it off, click Disable 2FA and enter your current password.

How to change your sign-in email

1. In Settings → Account, find Sign-in email in the Account card.
2. Type the new address and click CHANGE EMAIL.
3. Open the message we send to the new address and click the confirmation link. It expires after 30 minutes.
4. Nothing changes until you click that link. After that, the new address is your sign-in and your old one stays on the account as a backup sign-in.

How to download your data

1. In Settings → Account, find Your data rights.
2. Click Export my data (JSON).
3. A file called tapeboard-export.json downloads to your computer.

The export leaves out your password, your two-factor secret and your card details.

How to delete your account

1. If you pay for a plan, cancel it first. Open Settings → Billing and click Manage Billing. See Billing.
2. In Your data rights, click Delete my account.
3. Enter your password and type DELETE in the second box.
4. Click Permanently delete my account.

Deleting is permanent. It erases your profile, portfolios, orders, trades, watchlists and alerts. If you always signed in with Google or an email link and never set a password, use Forgot? on the sign-in page to set one first.

How to reset just your practice data

You can wipe one area and keep the rest.

1. In Settings → Account, scroll to the reset card.
2. Tick what to clear: Academy, Simulator, Trade Journal, or Charts & Alerts.
3. Click Reset selected and confirm. This cannot be undone.

How to invite a friend

1. In Settings → Account, click Refer a trader at the top right, or scroll to the Refer a trader card.
2. Click Copy link, or Share on a phone.
3. Send the link. Your friend gets 50% off their first month, applied at checkout.
4. When their second monthly payment clears, you get $10 in account credit. You need to be on a paid plan yourself when it lands.

How to opt out of analytics

1. In Settings → Account, find the analytics and session recording card.
2. Switch it off. Recording stops on this device. Inputs are masked and passwords are never recorded even when it is on.

How to sign out

Click Sign Out in the Account card at the bottom of the Account tab.

Good to know

• Signing in works with a password, an email link, or Continue with Google.
• Referral credit has no cap. Each friend's 50% off applies once, and referring yourself does not count.
• Moving your layout between devices is on Make Tapeboard yours.

If something doesn't work

• The code is rejected: check your phone's clock is set to automatic, then try the next code.
• The confirmation email never arrives: check spam. Links expire after 30 minutes, so start the change again.
• Lost your authenticator: email support@tapeboard.com and Marcus will help you back in.
• Delete says the password is wrong: use Forgot? on the sign-in page to reset it, then try again.