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> We don't use aggregators like Yodlee or Plaid ... users never share their brokerage auth credentials with us, and your data doesn't get pushed to any of our s
by samspenc 5y ago
> We don't use aggregators like Yodlee or Plaid ... users never share their brokerage auth credentials with us, and your data doesn't get pushed to any of our servers.
Could you clarify how you are doing this? I've found the most painful and worrying part of working with any cloud / SaaS financial aggregator service (Mint, YNAB etc) was how they do auth with financial provider(s) ... and if it works at all. Oftentimes I find it easier to export the data to Excel or Quicken format and import into the tool.
- perryogwuche 5y agoSure! Currently customers grant us read-only financial adviser access through their brokerage. This is a feature that most brokerages support. In the event that the brokerage doesn’t provide the ability to grant read-only access, we are able to work with PDFs, CSVs, etc. In this situation updating the data is a little tricky.