How secure is the broker link?
The broker link is provided by Yodlee – which provides the same data aggregation technology to over a hundred leading online banking sites and global financial institutions. http://corporate.yodlee.com/customerspartners_cu.shtml Covestor does not store or have access to credentials, once entered they are maintained by Yodlee in a highly secure environment, http://corporate.yodlee.com/security_overview.shtml. The connection creates one way view only access to activity data (no personal data such as social security no etc). The link is used only for the purpose of populating and updating your Covestor account. (View our complete Security Policy for further details of our security credentials). If you would like to speak to one of our Operations team in person please contact us.