Source: https://wealthfolio.app/connect/learn-more/

[Back to Connect](https://wealthfolio.app/connect/)

# How Wealthfolio Connect Works

Wealthfolio Connect provides two key features: syncing your brokerage accounts and keeping your devices in sync. Here's how each works.

## Brokerage Connect

Sync your financial accounts automatically

Your Device

Local database

Data stays here

![Wealthfolio Connect](https://wealthfolio.app/_astro/app-logo-rounded.u9hvJFRV.png) Connect

Aggregators

Brokerages

Banks

Crypto

About Aggregators

We use [SnapTrade](https://snaptrade.com/), a SOC 2 Type II certified financial data aggregator, to connect to your brokerages. With OAuth, your brokerage credentials remain with the broker. When OAuth is not available, **SnapTrade stores the required brokerage credentials or API keys encrypted**. Wealthfolio Connect never receives them. When you connect an account, you're authorizing SnapTrade to access the approved data, which we then fetch and deliver to your device.

[SnapTrade Privacy Policy](https://snaptrade.com/privacy-policy) · [Terms of Use](https://snaptrade.com/terms-of-use)

### How it works

1

#### Connect your account

SnapTrade, our SOC 2 Type II certified partner aggregator, hosts the connection flow. OAuth logins happen on the brokerage website; SnapTrade stores non-OAuth credentials encrypted when a broker requires them. Wealthfolio never receives your login details.

2

#### Aggregator fetches your data

The aggregator retrieves your account information, holdings, and transactions from your financial institution.

3

#### Connect delivers to your device

Wealthfolio Connect fetches the data from the aggregator and sends it directly to the Wealthfolio app on your device.

4

#### Stored locally

Your portfolio data is saved in your local database on your device, not on our servers. Daily syncs keep it up to date.

## Device E2E Sync

Keep your devices in sync with end-to-end encryption

End-to-end encrypted

True End-to-End Encryption

Your data is encrypted on your device before it's sent, and only your other linked devices can decrypt it. We cannot read your synced data, even if we wanted to. The encryption keys never leave your devices.

### How it works

1

#### Link your devices

Pair your devices by scanning a QR code or entering a pairing code. This establishes a secure connection between them.

2

#### Data encrypted on device

Before any data leaves your device, it's encrypted with keys that only your linked devices possess.

3

#### Encrypted transfer

The encrypted data passes through Connect. We cannot read it. Only your devices have the decryption keys.

4

#### Decrypted on arrival

Your other device receives the encrypted data and decrypts it locally. Your portfolio stays in sync across all devices.

## Your Privacy

What we store and what stays on your device

### What we store

Encrypted connection tokens

Secure tokens from SnapTrade (not your credentials) that let us fetch data on your behalf. Stored with envelope encryption.

Account IDs & sync preferences

Provider account identifiers and your preferences like which accounts to sync. No account names or metadata.

Device info for sync

Device name and platform (e.g., "MacBook Pro", "macOS") to identify your linked devices.

E2E encrypted sync data

Encrypted blobs that pass through our servers during device sync. We cannot read this data—only your devices can.

Audit logs

Records of actions (connections added/removed, devices linked) for security. No financial data is logged.

### What we never store

Your login credentials

Wealthfolio never receives or stores them. OAuth credentials stay with the brokerage; when a broker requires non-OAuth credentials, SnapTrade stores them encrypted.

Transaction history

Broker activity is processed in transit during synchronization but is not persistently stored on Wealthfolio servers. Your imported history is stored on your device.

Holdings & positions

Holdings are processed in transit during synchronization but are not persistently stored on Wealthfolio servers. Your portfolio database remains on your device.

Account balances

Balances pass through the Connect service during synchronization but are not persistently stored on Wealthfolio servers.

Performance & analytics

Returns, gains/losses, and all portfolio analytics are computed and stored locally.

**Bottom line:** Your financial data lives on your device. We only store the minimum needed to make the sync service work.

## You're in Control

Disconnect or revoke access anytime

Remove a broker connection

Go to Broker Connections in the app and click Remove on any connection.

Unlink a device

Go to Settings > Devices and unpair any device you no longer want synced.

Delete your account

Contact us and we'll remove all your data from our servers.

Removing a connection stops syncing from that source. Any data already on your device stays until you delete it from Wealthfolio.

## Still have questions?

Check out our FAQ or read the full privacy policy.

[View FAQ](https://wealthfolio.app/connect/#faq) [Privacy Policy](https://wealthfolio.app/connect/legal/privacy-policy/)