When you link your investment account to Monorail (via Plaid), we only access the holdings data needed to calculate your Monorail Impact Score — including:
Stock and ETF tickers
Mutual funds
Security types
We do not access or store:
Your account balances
Share quantities
Trading history
Personal login credentials
🔒 Your information is fully encrypted, used only to analyze your portfolio for values alignment, and is never sold or shared.