Your investment Plan.
Committee recommendations use your approved objectives and restrictions. Applicable checks run again when an order is approved. Direct orders are a separate user-directed workflow.
Security & control
Know what Appius can access
and what you approve.
Your investment Plan sets the boundaries for committee recommendations. Connection permissions determine the available account actions, and proposed trades wait for your approval.
Actions prepared by your CIO.
Inspect the proposed action and account on the approval screen. A request in chat, a research result, or opening a screen does not replace that approval.
Broker permissions.
Connected accounts have capability labels. A read-only connection supplies account context without enabling in-app orders through that connection. Review provider permissions before you connect.
Evidence and history.
Review the evidence and recorded desk findings attached to a recommendation. Pay attention to dates, unavailable information, and unresolved questions. AI-generated information can be incorrect.
Your account
Access deserves
attention, too.
Use a unique password, keep your recovery information current, and review your connected accounts. Authentication and device-lock options depend on the platform and release.
Manage account and broker connections in Appius. For privacy questions or help with account deletion, contact support.
Read the privacy policyReport a concern
Tell us what happened.
If you suspect unauthorized access or discover a security issue, contact our team. Include the affected feature and steps to reproduce the problem. Do not send passwords, access tokens, or brokerage credentials.
support@appiuslabs.comImportant context
Controls have a scope.
Research and risk checks cannot eliminate investment loss, ensure data accuracy, or guarantee execution. Availability, permissions, market conditions, and your broker affect the actions you can take.
Follow the full review process