Brokerage Connect / terms

Terms of use.

Operator: Jacob Devin. Effective date: September 20, 2026.

The service

The add-on imports read-only account information authorized through SnapTrade into Google Sheets. It does not place orders, give financial advice, provide tax advice, or promise accurate valuations, investment returns, or continuous availability.

Your responsibilities

Use only accounts you are authorized to access. Review spreadsheet sharing before importing. Check figures against brokerage records before relying on them. Keep formulas and user analysis outside managed source ranges, which refresh may replace.

Third-party services and limitations

SnapTrade, Google, hosting providers, and brokerages have separate terms, availability limits, and possible charges. Data can be delayed, incomplete, estimated, or unavailable. Experimental capabilities can change. No billing or subscription mechanism is implemented by this add-on.

Ending access

You can disconnect or delete app data at any time through the sidebar. Existing spreadsheet data, backups under the operator’s published retention policy, and independent exports require separate handling. Nothing here limits non-waivable consumer rights. The publisher must finalize applicable warranty, liability, dispute, and jurisdiction provisions with appropriate legal review.