The AI can only read information from your account. It cannot trade, move money or change anything. Before you authorize, the Hapi screen shows you exactly what will be shared.
✅ What the AI can read
Permission | What it can read |
Portfolio and positions | Your portfolios (main and custom), their value, gain and cash, how their value changed over time, your positions (asset, quantity, value and performance), your realized gain from sales and, if you have a margin account, your margin status (line, usage, rate and interest) |
Transactions | Your history of purchases, sales, deposits, withdrawals and dividends, including fees and tax withheld, and the status of a specific transaction |
Market data | Current and historical prices of stocks and cryptocurrencies |
Watchlists | The lists of assets you follow |
The authorization screen shows these permissions together and you authorize them as a whole: you cannot choose only some of them.
❌ What the AI cannot do
Buy, sell or place orders.
Deposit, withdraw or move money.
Change your personal data, settings or lists.
See data from another account: each connection is tied only to your account.
See your email, phone, address, identity documents, brokerage account number or bank details. The transactions it sees do not include bank names, counterparties or notes.
These limits do not depend on the AI “behaving well”: Hapi’s servers are configured to reject any operation outside that list.
📌 Important: the AI never receives your password. It receives a limited permission that expires automatically after 30 days and that you can revoke at any time.
⚠️ If you have a margin account: the AI can show you your margin line, usage, rate and interest, but it will not always repeat the risk warnings. Margin involves risk: it can increase your losses as well as your gains, you can lose more than you deposited, and if your equity falls below the requirements, Hapi may sell your assets without notifying you and without a prior margin call. Hapi and its clearing firm may also raise margin requirements at any time, without prior notice. Interest is charged on the margin used. Review the margin risk disclosure statement before using it.
Do you have questions? Contact our support team. We are here to help.
Stocks and ETFs are offered by Hapi Securities LLC, member of FINRA and SIPC (CRD #311868); custody and clearing through Apex Clearing Corporation. Hapi Securities LLC is part of Hapi Corp. and its affiliates. Hapi is self-directed and does not provide investment recommendations. Investing involves risk, including the possible loss of capital. Market data comes from third-party providers; Hapi and those providers do not guarantee the accuracy, timeliness or continuity of the data.
⚠️ About cryptocurrencies: cryptocurrency services are offered through Hapi Crypto, LLC and Bakkt Crypto Solutions, LLC — not by Hapi Securities LLC. Cryptocurrencies are not registered with the SEC or regulated by FINRA, and are not protected by SIPC or the FDIC. They are high-risk, highly volatile assets; you could lose your entire investment.