Why connecting is safe

Dwellth connects through SnapTrade. Here's what that means for your money and your data.

What we see and keep

• Read-only. We can't trade or move money.
• We read your holdings once a day, work out each one's share, then throw the amounts away.
• We keep only tickers and a rounded share of each. No dollar amounts, quantities or account numbers, ever.
• Disconnect a brokerage or delete your house any time, in settings.

About SnapTrade

• SnapTrade is SOC 2 Type II certified.
• Your investments stay at your brokerage. SnapTrade doesn't hold them.
• Where your broker supports it, you sign in with your broker directly and we never see your password. Otherwise SnapTrade encrypts your login and doesn't share it with us.
• Read-only access means viewing accounts and holdings. Placing trades would need a separate permission we never ask for.
• Over 1 million investment accounts and US$40B in assets connected through SnapTrade (October 2025).
• Run by Passiv Inc., a Fredericton, New Brunswick company founded in 2017.

Works with 40+ brokerages, including

Canada: Wealthsimple, Questrade, TD Direct Investing, CIBC Investor's Edge, BMO InvestorLine, National Bank Direct Brokerage, Qtrade, Interactive Brokers, Webull.

US: Fidelity, Charles Schwab, E*TRADE, Interactive Brokers, Robinhood, Vanguard, tastytrade, Public, Webull, Chase, Wells Fargo, Empower.

The full list of what we keep is on our Privacy page.