Like most investors you likely have several accounts at many different financial institutions. In order to help your advisor make sense of it all, we consolidate all your financial information into one place, including things like balances, transactions, holdings, fees, and performance.
Your login information enables us to sync with your accounts on a nightly basis and extract the data, roll it up into a portfolio, and provide analysis and insight to your advisor.
We never see your account login information, nor do we ever have access to login to your accounts at your financial institutions. When you link your accounts our system receives the holding and transaction data from your account and nothing else. Our connection is read-only and we have no ability to make changes to your account or see your login information.