Purpose
This policy explains how WealthPie uses SnapTrade brokerage connectivity in a way designed to align with SnapTrade application compliance expectations, user consent, data protection, and self-directed investing workflows.
SnapTrade Compliance Policy
This policy summarizes WealthPie controls for SnapTrade-powered brokerage connections, read-enabled portfolio data, user controls, and disclosures.
Permission model
WealthPie uses SnapTrade for read-enabled brokerage access. Connected data supports account display, balances, holdings, positions, transactions, connection status, and portfolio planning. WealthPie does not use SnapTrade to submit brokerage orders.
User ownership and consent
Users own their brokerage account data and choose whether to connect, refresh, use, or unlink a brokerage connection. WealthPie does not sell connected brokerage data and does not share it for unrelated purposes without user consent.
Clear product descriptions
WealthPie must describe SnapTrade-powered features clearly and truthfully, including what data may be shown, how the app uses connected account information, what services users can expect, and where third-party availability or brokerage limitations may affect results.
Pull-based analysis
Portfolio analysis, drift checks, research screens, and AI explanations are user-directed educational decision-support tools. WealthPie should not present these features as personalized investment advice, guaranteed outcomes, or trading instructions.
No order submission
WealthPie does not submit, route, or manage brokerage orders. Users independently decide whether to take any action and complete recurring deposits or purchases directly inside their brokerage account.
Planning rules
Saved pies, target percentages, planning amounts, and review settings are used to estimate possible allocation splits. They do not authorize WealthPie to move money or execute transactions.
No endorsement claims
WealthPie must not state or imply that SnapTrade, a brokerage, exchange, custodian, or financial institution endorses WealthPie unless a valid written agreement permits that claim.
Security controls
SnapTrade client credentials, consumer keys, user secrets, webhook secrets, and related access tokens must be stored securely, kept out of client-side code, protected with least-privilege access, and rotated or revoked if compromise is suspected.
Monitoring and review
WealthPie should maintain implementation records, user settings, provider errors, and operational logs needed to support internal review, troubleshooting, SnapTrade review requests, and applicable legal or regulatory obligations.
Applicable law
WealthPie is responsible for complying with applicable laws, regulations, market data restrictions, privacy requirements, and consumer-protection obligations in every jurisdiction where the product is offered.
Policy updates
This page may be updated as WealthPie features, SnapTrade requirements, brokerage support, market data permissions, or regulatory expectations change. Continued use of SnapTrade-powered features is subject to the updated policy.
User controls
SnapTrade-powered features remain user-directed. Users should review connected data, instructions, disclosures, and brokerage confirmations before making decisions.
- Review connected brokerage data before relying on it.
- Disconnect or unlink a brokerage connection when you no longer want WealthPie to access it.
- Use WealthPie estimates as planning information only and complete any brokerage action directly with the brokerage.
- Contact contactus@wealthpie.ai with SnapTrade connection, consent, privacy, or compliance questions.