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What information does Monorail access from my linked investment account?

We only access your holdings to generate your Impact Score — not your balances, trades, or credentials.

Gregory avatar
Written by Gregory
Updated over a month ago

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.

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