Trust and security
Read-only brokerage connections across A2GROUP products
A2GROUP products can link a brokerage account so the AI analyzes the positions you actually hold. The link is read-only, the authorization is held by SnapTrade, and A2GROUP never receives your brokerage credentials.
Published and last verified 2026-07-22
How the connection works
1
You choose your broker in the app and authorize the connection with your broker through SnapTrade, a third-party account-aggregation provider.
2
You enter your broker login inside SnapTrade's hosted connection portal, not in our apps.
3
A2GROUP LLC receives an encrypted credential from SnapTrade instead of your broker login. The mechanism is described in “The layers that make it read-only” below.
4
Our software requests a read-only connection: the connection type is set to read access in our own code and is not client-overridable. The apps have no order-placement path. Linking is optional and you can disconnect at any time.
One-way by design: data in for viewing, never orders out. There are no buy or sell controls in the apps, whether or not a broker is linked, and your assets remain at your broker.
Stated by SnapTrade
SnapTrade states publicly that it is SOC 2 Type II certified, uses TLS in transit, encrypts stored credentials with AWS KMS, and runs third-party penetration tests and a bug bounty programme.
Where a broker supports OAuth, SnapTrade connects via OAuth. SnapTrade states that not every institution supports it, and in those cases the connection is made with account credentials, which SnapTrade handles — not A2GROUP LLC.
snaptrade.com/securityThose are SnapTrade's own published statements about SnapTrade. A2GROUP LLC makes no security certification claim of its own.
Currently supported connections (as of 2026-07-22)
25 retail brokerages and 3 crypto exchanges. Two paper-trading endpoints are also linkable; they are simulated accounts for testing, are not retail brokerages and are not counted above. This is the canonical list: coverage is provided by SnapTrade and changes over time, and where this page and the list inside the app ever differ, the in-app list is the current one.
Coverage spanning five regions is also why a single connected view can carry more than one listing currency and more than one listing venue — a property of the coverage footprint rather than of any one product.
United States
- Robinhood
- Interactive Brokers
- Vanguard
- E-Trade
- Webull
- Public
- tastytrade
- Moomoo
- U.S. Bank
- PNC
- TIAA
- Transamerica
Canada
- Wealthsimple Trade
- Questrade
- TD Direct Investing
- Webull Canada
UK and Europe
- Trading 212
- DEGIRO
- AJ Bell
- eToro
- Bux
Australia
- CommSec
- Stake Australia
India
- Zerodha
- Upstox
Crypto exchangesExchanges, not brokerages.
- Coinbase
- Binance
- Kraken
Brokerage and exchange names are the trademarks of their respective owners and are used to identify compatible services. No affiliation, endorsement or partnership is implied, no third-party logos are used, and these names are not used as search or store keywords. Supported connections as of 2026-07-22 and subject to change.
What is read, and what is not
Account data is refreshed on a schedule and on request; the Platform does not hold an open session in your broker account.
Read
- The list of connected accounts: institution name, account type, nickname, currency, and the last digits of the account number.
- Balances: cash balance and total account value.
- Position-level holdings: symbol, description, asset class, quantity, price, cost basis as reported by the institution, market value and open profit or loss.
- Transaction history: trades, dividends, fees and transfers, with date, symbol, quantity, price, amount and fees.
- Daily account value history, used to draw performance over time.
- Technical records of each synchronization — time, outcome and any error — kept for support and reliability.
Not read, and not requested
- Order entry of any kind. Our brokerage client exposes no order-placement method.
- Your brokerage username, password, PIN or multi-factor codes. Those are entered in SnapTrade's hosted portal and are not transmitted to us.
- We do not request or store bank routing or transfer instructions, tax identifiers, or account statements, and the Platform has no path to move value out of your account.
The layers that make it read-only
The connection type is set on our server
When the connection portal URL is generated, our backend sets the connection type to read. It is never accepted from the client, so a modified app cannot ask for anything wider. SnapTrade defines that connection type as data access only.
There is no order surface to guard
Our brokerage client exposes no order-placement method, and there is no order-placement path from any connected brokerage account. A read-only setting guarding a trade endpoint would be one bug away from failing; there is no endpoint to guard.
No client has a trade control
AI Investing, Cala Terminal and Market TV contain no buy or sell control, whether or not a broker is linked. Execution of your own positions stays entirely at your own broker.
What is stored, and what it is worth on its own
We store a per-user SnapTrade access secret, encrypted at rest on our servers with AES-256-GCM using a random IV and an authenticated tag. It is not your brokerage password. Every request to SnapTrade is additionally signed with a key held only on our servers, so the stored secret is not usable on its own. If that encryption key is missing or invalid, the feature refuses to run rather than storing anything unencrypted.
Reversible, and deleted with your account
You can remove a single linked broker or the whole connection from inside the app at any time. Doing so instructs SnapTrade to delete the authorization and deletes the accounts, positions, transaction history and value history we hold for it. Deleting your A2GROUP account also deletes your SnapTrade user and its broker linkage.
Read-only means viewing and analysis only. A connected account describes what you already own; it does not tell you what to do about it. Operated by A2GROUP LLC. Governing law: State of Wyoming, USA.
Where linking is available
AI Investing (mobile)
iOS and Android · $9.99/month. Read-only linking is live in production.
Cala Terminal (desktop and iPad)
Desktop and iPad · $39.99/month. The same read-only link, live in production.
Questions
Which brokerages and crypto exchanges can be connected to A2GROUP LLC products?
As of 2026-07-22, 25 brokerages and 3 crypto exchanges are supported, across the United States, Canada, the UK and Europe, Australia and India, plus Coinbase, Binance and Kraken as exchanges. Coverage is provided by SnapTrade and changes over time — the list inside the app is the current one.
What data is read from a connected brokerage account?
The connected account list (institution, account type, currency, last digits of the account number), balances and total value, position-level holdings with quantity, price, cost basis and market value, transaction history, and daily account value history used to draw performance. Not read: order entry of any kind, your broker login, bank routing details for transfers, tax identifiers or statements. Account data is refreshed on a schedule and on request; the Platform does not hold an open session in your broker account.
Does A2GROUP LLC store my brokerage password?
No. Your broker login is entered in SnapTrade's hosted connection portal and does not reach A2GROUP LLC — not the username, not the password, not the MFA codes. What we hold instead is a SnapTrade authorization credential, encrypted at rest, which is not usable without a request signature our servers add. SnapTrade connects via OAuth where the broker supports it; where a broker does not, SnapTrade states it stores those credentials encrypted with AWS KMS.
Can A2GROUP LLC place trades in my brokerage account?
Our software requests a read-only connection: the connection type is set to read access in our own code when the connection portal URL is generated, and it is never accepted from the client. Our brokerage client exposes no order-placement method, and there is no order-placement path from any connected brokerage account, so the apps have no way to submit an order, move money or hold assets. There is no buy or sell control in any of our apps, linked or not.
Who provides the brokerage connection?
SnapTrade, a third-party account-aggregation provider. You authorize the connection with your broker inside SnapTrade's hosted portal, and SnapTrade supplies A2GROUP LLC with read-only account data. SnapTrade states publicly that it is SOC 2 Type II certified, uses TLS in transit, encrypts stored credentials with AWS KMS, and runs third-party penetration tests and a bug bounty programme. A2GROUP LLC is not a broker and makes no security certification claim of its own.
Can I disconnect a brokerage account, and what happens to the stored data?
Yes, at any time from inside the app — either a single linked broker or the connection as a whole. Disconnecting instructs SnapTrade to delete the authorization and deletes the accounts, positions, transaction history, value history and synchronization records we hold for it. You can also revoke access from your broker's own security settings where your broker offers that control. Deleting your A2GROUP account deletes the connection and everything synced through it.
Is A2GROUP LLC a broker or an investment adviser?
No. A2GROUP LLC is not a broker-dealer, is not an investment adviser, and is not a bank, money transmitter or custodian, and is not registered in any of those capacities. Its products are informational and analytical software. They do not place trades, do not move money and do not hold customer assets — assets remain at the customer's own institution. Output is general in nature and is not personalized investment advice.
Read-only means viewing and analysis only. AI Investing and Cala Terminal never place trades, move money, or hold your assets — your assets remain at your broker. Brokerage connectivity is provided by SnapTrade. Informational only; not personalized investment advice. You are responsible for your own investment decisions.