Portfolio & Accounts
How connecting your investment accounts will work and how your financial data is handled.
- Connecting your investment accountsHow Turtleway will let you link your investment accounts, what financial data we access, and how to disconnect at any time.
- Why we confirm it's you before connecting a brokerageBefore you link a brokerage for the first time, Turtleway asks you to confirm your identity with a biometric or an authenticator code. Here's how that step works and why it's there.