HARVESTENGINE

Help & support

Need a hand? You're in the right place.

Quick links

  1. Account & sign-in
  2. Brokerage connection
  3. Privacy & security
  4. Mobile messaging (SMS)
  5. Contact us

1. Account & sign-in

I forgot my password

Use the password reset flow. We'll email you a link to set a new one. Links expire 60 minutes after they're sent and work once.

I never set a password — I signed up with Google / Microsoft / Apple

That's fine. You can keep using your SSO provider, or set a password from your security page. Setting one doesn't disable SSO; you'll just have two ways in.

I want to add a phone number for SMS sign-in or MFA

From /account/security, scroll to Phone, enter your number, click Send verification code, then enter the 6-digit code we text you. Once verified, you can flip on MFA in the next section.

I'm stuck on a 2FA challenge

If your phone is lost or you're not getting the SMS, the fastest recovery is to email support@harvestengine.ai from the email address on your account so we can verify it's you.

2. Brokerage connection

Which brokerages are supported?

E*TRADE today. Schwab is in development. Fidelity (read-only) and Interactive Brokers will follow. The intent is to be broker-agnostic — your money stays at your broker, we connect via OAuth and act on your behalf for the trades you approve.

How do I connect my brokerage?

From the V2 admin gear in the trading dashboard, find the E*TRADE authentication panel and follow the prompts. The flow uses E*TRADE's OAuth, so you log in directly with E*TRADE — we never see your password.

How do I disconnect?

Revoke our OAuth grant from your broker's website (each broker has a "Connected apps" or similar page). That immediately cuts our access. You can also email us to request account closure + deletion of your data.

3. Privacy & security

What data do you collect?

See our Privacy Policy. Short version: account profile (email, name, optional phone), brokerage data (positions, lots, trades) read via OAuth, and usage logs. We don't sell or share your data for advertising.

How are my brokerage tokens stored?

Encrypted at rest with envelope encryption: a Google Cloud KMS master key wraps each token, with your user ID bound as "additional authenticated data" so the ciphertext can't be silently moved between user rows. A database leak alone would yield nothing decryptable.

How do I revoke a trusted device?

From /account/security, scroll to Trusted devices. Each device shows browser, IP, and last-seen date — click Revoke on any you don't recognize.

Why am I seeing "Continue with text" greyed out?

Twilio toll-free verification is in progress (1–3 business days from registration). It enables once carrier verification clears.

4. Mobile messaging (SMS)

If you've enrolled a phone number, we use SMS for: authentication codes, MFA on sign-in (if enabled), trade-approval links, and post-execution summaries. ~5 messages per month for typical use.

Reply STOP from your phone to unsubscribe at any time. Reply HELP for support links.

SMS opt-in / opt-out and frequency are documented in our Privacy Policy section 5. Standard carrier SMS rates may apply.

5. Contact us

Support: support@harvestengine.ai — general questions, sign-in problems, account recovery

Privacy: privacy@harvestengine.ai — data-rights requests (CCPA, GDPR), privacy concerns

Legal: legal@harvestengine.ai — terms questions, legal notices