SnapTrade
Investment Data (US) · United States & Canada. Full regulatory disclosures, consent model, and data handling.
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SnapTrade
Investment Data (US) · SnapTrade API / brokerage partnerships
- N/A
- Brokerage API aggregator
- Jurisdiction
- Canada
- Website
- snaptrade.com
About this Provider
SnapTrade is a financial data aggregator with direct API partnerships with US and Canadian brokerage providers. SnapTrade enables read-only access to investment portfolio data without requiring users to share brokerage credentials.
BankSync's Relationship with this Provider
BankSync uses SnapTrade to facilitate brokerage connections for US and Canadian investment data. SnapTrade handles authentication directly with your brokerage. BankSync does not store brokerage credentials.
Consent & Access
How consent is collected
Consent is provided via SnapTrade's hosted brokerage connection flow. Your brokerage credentials go directly to your provider. BankSync never sees them.
How to revoke
You may revoke SnapTrade access at any time by disconnecting the brokerage account from within BankSync.
Data Handling
Stored by BankSync
- Brokerage account metadata (institution name, account type)
- SnapTrade authorisation ID (encrypted at rest)
- Sync timestamps and audit log
Transient (never persisted)
- Portfolio holdings (positions, quantities, values)
- Trade history
- Account balances
Transient data passes through an edge worker sync step spawned in the region closest to you. It is held only in memory and forwarded directly to your connected destination. It is never written to disk or a database.
No Secondary Use
Investment data accessed via SnapTrade is used solely to provide the sync service you have requested. BankSync does not sell, share, or use your investment data for any secondary purpose.
Regulatory Disclosures
- 1Investment portfolio and brokerage data is provided via SnapTrade, a financial data aggregator with direct API partnerships with US and Canadian brokerage providers.
- 2BankSync does not store brokerage credentials. Authentication is handled directly by SnapTrade and your brokerage.
- 3Investment data accessed via SnapTrade is used solely to provide the sync service you have requested. BankSync does not sell, share, or use your investment data for any secondary purpose.
- 4Investment data is processed transiently and is not written to BankSync's persistent storage.
Regulatory Resources
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