What “read-only” account linking actually shares with a net-worth app
Permission screens look the same until you read them. Here’s the household version of what typically stays off-limits.
UpdatedSep 30, 2:20 PM PDT5 min readAsset Wire desk
This is sample Asset Wire copy for launch layout review. It is not a report about a specific broker outage or a claim about any one provider’s current API.
When an app asks to link a bank or brokerage, the permission screen usually separates “see balances and holdings” from “move money” or “place trades.” Read-only aggregators are built around the first bucket.
For a household trying to know what they already own, the useful questions are simple: Which accounts are included? How often do balances refresh? What happens if you disconnect? Can the app initiate transfers?
Nothing But Assets is designed around knowing — net worth, holdings, and expenses — not day trading. If you ever link accounts on a Pro path, treat the provider’s disclosure as the source of truth for what is shared.
Asset Wire will keep covering how brokers and apps present these choices, without turning the page into a trade ticket.