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Security & custody

The safest place for your capital is exactly where it already is.

Your money stays in your own brokerage account, always. Everything else is built on that foundation.

Security and control

Your capital never leaves your hands

Wealthoak surfaces the data and signals; every decision and every order remains yours, through your own broker. You keep custody, control, and full visibility throughout. Security is the default, not an upgrade.

  • Your custody

    Funds stay in your own brokerage account, always.

  • Encrypted access

    Bank grade encryption in transit and at rest.

  • Read and trade only

    We place trades through broker OAuth, with no withdrawal rights, ever.

  • Full audit trail

    Every action logged, time stamped, and reviewable.

  • Revoke anytime

    Disconnect access in a single step, with 2FA and granular controls.

  • Segregated by design

    Your mandate is permissioned and isolated from every other.

Built to institutional standards: your password is never seen, your money is never moved.

The architecture

Capability, never custody.

The platform can act on your account. It can never hold, move, or withdraw your money.

In practice

  • Custody

    Your capital sits in your own brokerage account, in your name, under your broker’s regulatory protections.

  • Access

    The broker connection can place and manage trades only. Moving money out of your account is not something the platform can do, for anyone.

  • Revocation

    Broker access is granted by you and revoked by you, directly at your broker, in one step.

  • Encryption

    All traffic between your browser, the platform, and broker APIs is encrypted; credentials and tokens are held under strict access controls.

  • Least privilege

    Internal access to production systems is limited, logged, and reviewed, and the platform asks your broker for only the narrowest permissions execution requires.

  • Auditability

    Orders, fills, pauses, and configuration changes are logged with time and context, reviewable by you, whenever you choose.

Security is a practice, not a promise. Questions about our security posture are welcome at info@wealthoak.ai.

A private conversation

Take your capital Above & Beyond

Schedule a discovery call and see how Wealthoak’s two AI models turn live market data into a decisive, real time edge.

Schedule a Discovery Call

Prefer to speak first? Talk to us at info@wealthoak.ai

Operated by Wealthoak Advisory LLP · You trade through your own brokerage. All performance figures shown are backtested and illustrative, not investment advice.