SnapTrade

Investment Data (US) · United States & Canada. Full regulatory disclosures, consent model, and data handling.

“We partner with licensed providers so you always know exactly who is authorised to access your data and under what rules.”

- The BankSync Team

Penny's provider boundary

SnapTrade may operate under its own terms, regulatory duties, security controls, AI settings, retention rules, and incident processes. BankSync protects data inside the BankSync Boundary, but independent provider acts and incidents sit outside that boundary unless caused by BankSync.

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SnapTrade

Investment Data (US) · SnapTrade API / brokerage partnerships

Live

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.

This provider is an independent third-party service where it acts under its own terms, authorisation, regulatory role, account relationship, or legal obligations. BankSync is not responsible for that provider's independent compromise, breach, outage, use, disclosure, retention, deletion, product improvement, AI use, model training, sale, or sharing, except to the extent directly caused by BankSync's breach of its Terms, fraud, wilful misconduct, or a non-excludable legal obligation.

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

Pass-through by default

Portfolio holdings (positions, quantities, values)
Trade history
Account balances

Pass-through data moves through an edge worker sync step spawned in the region closest to you and is forwarded to your connected destination. Data may be stored where you enable a BankSync-managed feature, such as future BankSync Tables, or where needed for support, security, compliance, backups, or legal requirements.

No Secondary Use

Investment data accessed via SnapTrade is used to provide the service you request. Within the BankSync Boundary, BankSync does not sell your investment data, use it for advertising or data brokerage, disclose identifiable investment data for another party's independent commercial exploitation, or use customer investment data to train AI or machine-learning models. SnapTrade and other independent providers may have their own terms and legal obligations.

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 to provide the service you request. Within the BankSync Boundary, BankSync does not sell your investment data, use it for advertising or data brokerage, disclose identifiable investment data for another party's independent commercial exploitation, or use customer investment data to train AI or machine-learning models.
4Investment data is pass-through by default. It is stored only where you enable a BankSync-managed feature that requires storage, such as future BankSync Tables, or where needed for support, security, compliance, backups, or legal requirements.