AISP providers
Bank aggregation — Enable Banking
Bank account aggregation (Open Banking, Directive (EU) 2015/2366, known as PSD2) is provided by Enable Banking, an authorised account information service provider (AISP) established in the European Union.
Ad Viternam never has access to your banking credentials: the connection takes place directly between you and your bank, through Enable Banking's secure interface. Access is read-only (accounts, balances, transaction history) and subject to your explicit consent, given for each bank and renewed every 180 days.
Only the last 8 characters of the IBAN are kept, so that you can identify the account. The provider's terms of use and privacy policy: enablebanking.com.
Brokerage connections — SnapTrade
Brokerage account connections are provided by SnapTrade, on a read-only basis (positions and transactions): no order can be placed, modified or executed through Ad Viternam. SnapTrade is not an AISP within the meaning of PSD2; it is listed here so that the list of financial connections is complete.
The provider's terms of use and privacy policy: snaptrade.com.
Revocation and contact
You can revoke access at any time from your personal space or directly with your bank; synchronisation stops immediately. Details of the data processed and how long it is kept are set out in Articles 6 and 14.4 of the Terms.
For any question: [email protected].