We never ask for your brokerage login credentials or account numbers, and we do not connect to your accounts. You type in your holdings, or you upload a statement when that feature is enabled.
Traffic to this site is encrypted in transit. Your saved profile, holdings and purchases live in the shared account database and are readable only by your own signed-in account; the checks that decide what you can see are made on the server, not in your browser, and they refuse access when they cannot be verified.
Statement reading is switched off in this preview. No statement is uploaded, stored or parsed while it is off, and the interface says so instead of appearing to work.
If you believe a listing or a record is wrong, use the report-incorrect-information path on the advisor profile, or the support page.