Sure! Currently customers grant us read-only financial adviser access through their brokerage. This is a feature that most brokerages support. In the event tha

Sure! 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.