The distinction that matters is between what a product promises and what it is capable of. Read-only access is the second kind: there is no permission to misuse because it was never granted.
Step by step
- What is stored. Positions, balances and transaction history from linked accounts; manually entered assets and liabilities; your budget and plan; and account details such as your email.
- What is never stored. Brokerage usernames and passwords. Authentication happens at your institution through SnapTrade, and the credentials never reach Killion.
- What the connection cannot do. Trade, transfer, withdraw, or change any account setting. The access scope does not include those actions.
- How to revoke. Disconnect in Killion, or revoke from your brokerage’s connected-applications screen. Either stops the sync immediately.
Data is encrypted in transit and at rest. Killion is funded by subscriptions: there are no ads, no data brokers and no cross-site tracking. Traffic measurement is cookieless and anonymous.