Published By TradeSmith Customer Success
Your Security is a priority
The synchronization process in TradeSmith is a read-only data transfer. We use bank-level encryption to import your portfolios. None of your broker account login information is stored at TradeSmith. We are only able to import data.
Be assured that our customers’ security is at the forefront. No one at TradeSmith can access your broker information.
Tradesmith does not connect to brokers directly, but we work with two data aggregator companies that handle all broker sync connections on our behalf. Our vendors can link to thousands of brokers.
These companies specialize in Financial data transfer for banks, brokers, credit card companies etc. Their security is usually on par with most banks.