In a previous life I used Cake Financial for something like this. Not sure what happened to them... It was a great product.
I'm not a huge fan of hooking my brokerage account up to 3rd party services....
@gerbz Definitely understand your concern. For what it's worth, login credentials are always kept encrypted using 256-bit level complexity, basically same type of encryption required by most banks. If you've ever used services like Mint or Wealthfront, it's very similar.
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