| Question | Answer |
| Do you hold client money? | No. The platform is being structured around client-owned brokerage accounts rather than pooled custody inside the website itself. |
| Where are trades executed? | Through the connected brokerage account infrastructure, with Interactive Brokers serving as the brokerage-side source of truth. |
| What does Plaid do here? | Plaid handles bank-link style connection workflows and related authorization steps. |
| Can users see what the bot is doing? | Yes. That is the point of the dashboard, notifications, and account views. |
| Is this guaranteed to make money? | No. Anyone implying guaranteed profits is either sloppy or dishonest. |