Broker Permissions and Security

Updated Jul 11, 2026

Brokerage Permissions

Account and Portfolio Visibility

Whispertrades will be able to view your account balances, recent transfers, current positions, and transaction history. Some of this information is necessary and used by Whispertrades to enable autotrading. Some of it is not used by Whispertrades, but it is granted permission by the connection with your brokerage account.

Trade Execution

Whispertrades will have the ability to execute any and all trades on your behalf which the broker will allow. It is our intention to only execute trades configured by your bot, but permission is granted by your brokerage to execute any trades.

Fund Transfers

Whispertrades is unable to transfer funds to or from your account

Trade Execution Accuracy

While it is our intention to only execute trades as defined by your bots, we are unable to guarantee 100% accuracy or reliability while executing trades on your behalf. Problems can arise due to the Whispertrades platform, the brokerage platform, and/or your bot configuration. We will do everything within our power to ensure an accurate and reliable platform.

Brokerage Security

Brokerage Account Access

The Whispertrades platform will have access to your brokerage account, but no Whispertrades staff member will have such access. Trades can only be executed by our autotrader and not by support staff.

Data Access

For support purposes, Whispertrades staff members do have access to view your brokerage account positions and transaction history as collected and stored by the Whispertrades autotrader. This information is stored and accessed in a secure manner and only when necessary. It is not provided to any third-parties. We monitor data access to ensure that only authorized parties are granted access.

Data Storage

Sensitive data is stored in a secure and encrypted format using industry standards. We only store sensitive information if it is necessary to operate our platform. You can request, at any time, for your data to be permanently removed from the Whispertrades platform.