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.
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This policy summarizes WealthPie controls for SnapTrade-powered brokerage connections, read-enabled portfolio data, trade-enabled order-review workflows, user consent, and disclosures.
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.
WealthPie treats SnapTrade access as either read-enabled or trade-enabled. Read-enabled access supports account display, balances, holdings, positions, transactions, connection status, and portfolio planning. Trade-enabled access is used only for user-reviewed order workflows where available.
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.
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.
Portfolio analysis, drift checks, research screens, AI explanations, and example trade plans are user-directed decision-support tools. WealthPie should not present these features as personalized investment advice, guaranteed outcomes, or unsolicited trading instructions.
Before any SnapTrade-enabled order request is submitted, the account owner must be shown the relevant order details and disclosures available at that time. If exact fees, execution price, fill timing, or other details are unknown, WealthPie must make that limitation clear before the user proceeds.
Automated or scheduled order workflows must be based on user-defined, rules-based instructions such as selected pies, target percentages, cash limits, review settings, and consent records. WealthPie must not treat automation as a blanket grant of discretionary trading authority.
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.
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.
WealthPie should maintain implementation records, consent records, order-review records, provider errors, and operational logs needed to support internal review, troubleshooting, SnapTrade review requests, and applicable legal or regulatory obligations.
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.
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.
SnapTrade-powered features remain user-directed. Users should review connected data, instructions, disclosures, and brokerage confirmations before making decisions.