We display your investments and pensions accounts in the app via a secure connection with the investment/pensions providers, this pulls data about your portfolio and the accounts included.
We use secure OAuth2 technology to connect to your account via API. It means that you will follow a unique link from within the Bud app, then enter your details (login and password/passcode) on the provider's secure website. If the credentials are correct, the provider will know that you want to share the data with Bud (based on the unique link) and will send us back a code to access your portfolio details. We never see the credentials you use to log in to the provider's website or app. We also do not see the personal information you provided when opening an account (e.g. history of addresses).
In the Bud app, we can display the balances of any accounts with the providers you have connected. At the moment we are connected to Wealthify, Wealthsimple and PensionBee. Watch this space as we are planning to connect more providers soon.