Press & media

Resources for journalists and media covering SnapTrade, brokerage integrations, investing technology and fintech.

Contact SnapTradeView brand assets

Media inquiries: marketing@snaptrade.com

SnapTrade at a glance

  • 450M+

    Retail investor accounts

    Reachable through financial institutions supported by SnapTrade.

  • 40+

    Financial institutions

    Supported across SnapTrade’s brokerage connectivity network.

  • 10,000+

    Developers

    Using SnapTrade to build investing products and tools.

  • 800+

    Apps

    Using SnapTrade technology to connect brokerage accounts.

  • >95%

    Connection success rate

    Across SnapTrade brokerage connections.

SnapTrade is used both by companies building investing products and by individuals connecting and using their own brokerage accounts through SnapTrade Personal.

Capabilities vary by institution.

About SnapTrade

SnapTrade connects existing brokerage accounts to other apps and tools.

Companies and developers use SnapTrade to add brokerage integrations to investing and fintech products without building a separate integration for every financial institution.

Individuals can use SnapTrade Personal to connect their own brokerage accounts and use their investment information with AI tools, supported apps or tools they build themselves.

Depending on the institution and connection, SnapTrade can provide information such as accounts, balances, positions, orders and transactions. Trading is also available where supported.

SnapTrade supports 40+ financial institutions reaching more than 450 million retail investor accounts.

Learn more about SnapTrade →

How to describe SnapTrade

These descriptions can be used as a starting point when writing about SnapTrade.

One sentence

SnapTrade connects existing brokerage accounts to other apps and tools. Companies use it to add brokerage integrations to their products, while individuals can use SnapTrade Personal to connect and use their own investment accounts.

Short description

SnapTrade is a brokerage integration platform that lets people use the investment accounts they already have with other apps and tools.

Companies and developers use SnapTrade to add brokerage integrations to investing products without building a separate integration for every financial institution.

Individuals can use SnapTrade Personal to connect their own brokerage accounts and use their investment information with AI tools, supported apps or tools they build themselves.

Depending on the institution and connection, available information can include accounts, balances, positions, orders and transactions. Trading is available where supported.

Company boilerplate

SnapTrade is a brokerage integration platform that lets people connect existing investment accounts to the apps and tools they want to use.

Companies and developers use SnapTrade to add brokerage integrations to investing and fintech products and access investment information such as accounts, balances, positions, orders and transactions.

Individuals can use SnapTrade Personal to connect and manage their own brokerage accounts, use their investment information with supported apps and AI tools, or build tools for themselves.

Trading is available where supported.

SnapTrade supports 40+ financial institutions reaching more than 450 million retail investor accounts. More than 10,000 developers use SnapTrade, and SnapTrade technology is used in 800+ apps.

SnapTrade is operated by Passiv Inc. and is SOC 2 Type II certified.

Who uses SnapTrade?

SnapTrade can be used by companies building investing products or by individuals using their own brokerage accounts.

Apps and developers

An investing or fintech company can use SnapTrade to let its users connect supported brokerage accounts.

SnapTrade handles the brokerage connectivity and makes supported investment information available to the app.

This means developers do not need to build and maintain a separate integration with every financial institution they want to support.

Individuals

SnapTrade Personal is for people who want to use their own brokerage accounts outside their brokerage’s app.

Individuals can connect their brokerage accounts once and use their investment information with supported apps, Claude, ChatGPT or tools they build themselves.

They remain in control of their brokerage connections and can disconnect access.

For technical readers: companies can integrate SnapTrade through its API. SnapTrade Personal can be used directly or with apps that support SnapTrade authorization (OAuth).

Read the developer documentation →

What SnapTrade is - and what it isn’t

  • It connects accounts people already have

    SnapTrade connects to existing brokerage accounts at supported financial institutions.

    People do not transfer their investments to SnapTrade.

  • It helps investment information work across apps

    Depending on the institution and connection, available information can include accounts, balances, positions, orders and transactions.

  • It can be used by individuals too

    SnapTrade Personal lets individuals connect and use their own brokerage accounts without needing to build a commercial application.

    They can use their brokerage information with supported apps and AI tools, export or analyze their data, or build their own investing tools.

  • Investments stay at the brokerage

    Connecting an account through SnapTrade does not transfer stocks, ETFs, cash or other investments to SnapTrade.

  • SnapTrade is not a brokerage

    SnapTrade provides brokerage connectivity. It does not replace the financial institution where the investor holds their account.

  • Capabilities vary

    Available data, authentication methods, account types, data freshness and trading capabilities depend on the financial institution and connection.

See supported institutions →See institution-specific capabilities →

Company facts

Company
SnapTrade
Category
Brokerage integrations and fintech infrastructure
What it does
Connects existing brokerage accounts to other apps and tools
Who uses it
Companies and developers building investing products, and individuals using SnapTrade Personal
Individual offering
SnapTrade Personal
Retail investor accounts reachable
450M+
Supported financial institutions
40+
Developers
10,000+
Apps using SnapTrade technology
800+
Connection success rate
>95%
Investment information available
Depending on the institution and connection, this can include accounts, balances, positions, orders and transactions
Trading
Available where supported and enabled
Security
SOC 2 Type II certified

Security and data protection

  • SnapTrade is SOC 2 Type II certified.
  • Data handled by SnapTrade is encrypted at rest and in transit.
  • How someone signs in to their financial institution depends on the institution. Where supported, the person signs in directly with their brokerage and authorizes the connection there. Other institutions use different secure connection methods through SnapTrade.
  • Connecting an account through SnapTrade does not move the investor’s assets from their brokerage.
  • Individuals using SnapTrade Personal can manage their own brokerage connections and disconnect access when they choose.
Learn about SnapTrade security →

Brand and media assets

Official SnapTrade logos, icons, colours and typography are available in the SnapTrade brand guide.

Available assets include:

  • SnapTrade logos for light and dark backgrounds
  • Black and white logo versions
  • SnapTrade icons
  • SVG and PNG files
  • Brand colours
  • Typography guidance
View and download brand assets →

Our story

SnapTrade grew out of a problem the team experienced while building the investing app Passiv.

Connecting reliably to retail brokerages meant building and maintaining separate integrations, each with different authentication methods, data formats and technical requirements.

The team built the brokerage connectivity infrastructure it wished already existed.

Today, companies use SnapTrade to add brokerage integrations to investing products, while individuals can use SnapTrade Personal to connect their own accounts and use their investment information with more apps and tools.

Learn more about SnapTrade →

For journalists

Working on a story related to SnapTrade or investing technology?

Our team can help with background and fact-checking on topics including:

  • Brokerage APIs
  • Embedded trading
  • SnapTrade Personal
  • Brokerage integrations
  • Fintech infrastructure
  • Personal investing tools
  • Investment data portability
  • AI tools and investment data
  • Brokerage authentication and OAuth
  • Building investing and portfolio apps
  • Developer tools for investment products
  • Using investment information outside a brokerage’s own app

For interview requests, technical background or help finding the right person at SnapTrade, contact the marketing team.

Contact SnapTrade →

Sources for fact-checking

Journalists can use these first-party sources to verify information about SnapTrade.

Media inquiries

For company information, fact-checking, interviews, technical background or media assets, contact marketing@snaptrade.com.