Security, privacy and your data
How brokerage connections are secured, what we store, and the controls you have over your own data.
4 min readFull guide (PDF)
- Brokerage connections are handled by SnapTrade. You authenticate at your broker — we never receive or store your brokerage password.
- Connections are read-only by default. Trading requires a separate, explicit authorisation per account, which you can revoke.
- We cannot move, withdraw or transfer money from any connected account under any circumstances.
- Your portfolio data is scoped to your account. Club consensus figures are aggregated and anonymised — no individual member's positions are ever exposed.
- Disconnecting an account stops the data sync immediately.
Account security
Use a unique password or sign in with Google, and keep two-factor authentication switched on at your brokerage. If you believe your account has been accessed by someone else, change your password and contact support right away.
Our full terms, privacy policy and disclaimer are linked in the site footer and govern how data is handled.
Related guides
- Connecting your brokerage and crypto accountsHow the SnapTrade connection works, what we can and can't see, and how to fix a broken link.
- Getting help and contacting supportUse the AI concierge, open a support ticket, check ticket status or schedule a callback.
- Cancelling and refundsHow to cancel, when access ends, what happens to your data and how refunds are handled.
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