Bank-level security

At PortfolioPilot, we understand the importance of security when it comes to your financial data. That's why we use industry-leading security measures to ensure that your information is always protected.

256-bit encryption
of all data

We use a robust 256 bit encryption protocol across our entire system. This level of encryption is the gold standard in the world of data security, and it's the same caliber of security that major banks trust.

Read-only access to your data

We can only read your investment details, and we cannot make any changes or transactions on your behalf.

Don't store banking credentials

All authorization procedures are conducted through our well-trusted partners: Plaid, SnapTrade, and Yodlee. So we don’t have any access to your credentials.

Can’t initiate any transactions

We aren’t able to perform any actions on your behalf. Our access is restricted to reading and analyzing your investment information only.

See how PortfolioPilot interacts with your accounts

Everything is under your control

Your data is safe

Used by millions

Our partners support 12,000+ banks and have connected to 200+ million accounts