OptiView
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Does OptiView store my broker login credentials?

OptiView connects to brokerage accounts using OAuth 2.0 without storing login credentials. Users authenticate directly with their broker, and OptiView receives a limited-access token instead of a username or password.

How broker connection works

  • OptiView uses OAuth 2.0 to connect securely to brokerage accounts
  • Users are redirected to their broker’s website to log in directly
  • The broker returns a limited-access token to OptiView after authentication
  • OptiView never receives or stores usernames or passwords

Token permissions

  • Tokens grant access only to approved data such as positions, balances, or market data
  • Tokens can allow order instruction submission without exposing login credentials
  • Permissions are defined by the broker and require user approval

Security and user control

  • OptiView encrypts tokens in transit and at rest
  • Users can revoke access at any time through their broker account or within OptiView
  • Access tokens can be limited in scope and duration depending on the broker

Related Questions

Broker
Can OptiView connect to my brokerage account?OptiView connects to brokerage accounts using secure OAuth 2.0 authorization. This connection allows users to access real-time market data and send order instructions while keeping execution and assets within the broker.
Data Privacy
Is OptiView safe and secure to use?OptiView is a safe and secure options analytics platform that provides services to users without holding user funds. That means OptiView does not have access to user brokerage accounts nor custodies user assets. OptiView takes personal data privacy and security very seriously. All personal user data is encrypted both at rest and in transit
Data Privacy
Is my data encrypted on OptiView?OptiView encrypts personal data and broker access tokens. OptiView uses encryption in transit and at rest to protect user data from unauthorized access.