Security built around your portfolio
Your investments remain with your existing financial institutions. Palance uses secure, read-only connections to bring your portfolio data together without taking custody of your assets or requiring the ability to trade.
Your money stays where it is
Palance sits above your existing accounts as an analytics layer. It does not become the custodian of your investments or replace the institutions that hold them.
- Palance does not custody your assets.
- Your investments remain with your brokers, custodians and financial institutions.
- Palance does not move money or initiate transfers on your behalf.
Read-only by design
Brokerage connections retrieve the account, position, balance and activity information required to analyze your portfolio. Palance requests data access only. The connection is not intended to give Palance authority to execute trades, transfer funds or take control of your account.
Open the connection flow →Secure connections through SnapTrade
Palance uses SnapTrade's connection infrastructure for supported brokerage integrations.
- Where supported by the financial institution, authentication takes place through OAuth directly with the brokerage.
- Palance does not ask you to enter brokerage credentials directly into Palance.
- Where OAuth is not supported, authentication is handled through SnapTrade's secure Connection Portal. Depending on the institution, SnapTrade may securely handle the credentials needed to maintain that connection.
Your brokerage
Your financial institution continues to hold your cash and investments.
SnapTrade
The secure portal facilitates authentication and the supported data connection.
Palance analytics
Palance organizes the permitted portfolio data into a consolidated analytical view.
Security infrastructure
The measures below describe SnapTrade's infrastructure and certifications. They are not presented as certifications held independently by Palance.
You're in control
A connection should remain useful only while you want it. Supported brokerage connections can be disconnected, and authorization can be revoked through the relevant institution or connection flow.
Disconnect
Stop a supported connection when you no longer want Palance to retrieve updated account data.
Revoke
Connection access can be revoked. If authorization expires, fresh data remains unavailable until you choose to reconnect.
Delete
Account deletion removes active portfolio, preference, custom benchmark and brokerage-connection data, subject to the limited legal-retention cases described in our Privacy Policy.
Bring your portfolio together without moving it.
Connect a supported institution through a read-only flow, or start with a manual portfolio if you prefer.
Connect a brokerage →