We have partnered with Mesh via API connection to allow members to easily access their holdings and choose which assets they wish to transfer. By signing into your brokerage account, you will have real-time access to your holdings and can select the assets you wish to transfer in a few taps. This is more convenient than manually entering your holdings and account balance.
When beginning the process to transfer your assets from another firm, you will be shown a screen from Mesh asking you to sign into your other brokerage. After entering your login information, you will be shown your account balance and portfolio holdings in an easy-to-navigate screen. Then you may tap on each asset you wish to transfer and submit it.
Your login credentials are not stored or accessed by Public. Also, Mesh never stores your Personally Identifiable Information (PII). PII may be temporarily handled when required to facilitate a transaction, but is then immediately discarded, never logged nor stored. Mesh does store non-PII such as balances and portfolio holdings to improve the end-user experience, and all data is encrypted using customer keys at rest and in transit.
If you ever have questions, the team is always here for you, so feel free to give us a shout on the app’s Chat or via email at firstname.lastname@example.org.