Security

Realize holds a complete picture of your finances. That is worth being careful about.

No broker credentials

Realize works from statement files you upload. It never asks for your broker login, and holds no API tokens that could be used to access or trade your accounts.

Two-factor authentication

Available on every account, and recommended for all of them.

Your data stays yours

Uploaded statements are retained so figures can be traced back to their source and re-derived. They are not sold, shared, or used to train anything.

Auditable access

Any access to another person's financial data — a family member's account, or support staff assisting you — is recorded.

What Realize is not

Realize is not a registered investment adviser, research analyst, or broker. It does not recommend securities, execute trades, or hold your money. It calculates from the data you give it and shows its working.