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How does connecting to accounts work?

What does it mean when I sync my exchange accounts?

Sam Adams avatar
Written by Sam Adams
Updated over 2 weeks ago

You create read-access API keys on your exchange and provide them to Recap so that we can connect directly to your account. This means that you can see all trades and transactions in real-time and the impact that they have on your portfolio and tax. Check out which exchanges we support on our integrations page.

Sounds risky - is it secure?

Extremely secure...

Sounds risky - how do I know my data is secure?

  • We only ever ask for read-access API keys

  • We use a secure proxy in order to sync your account and we don’t store or track this unencrypted data.

  • Once retrieved through the API, your data is encrypted with your personal recovery phrase. As you are entirely in control of your recovery phrase no one but you can ever decrypt and view your account.

You can find out more on our Security page.

What if my exchange isn't supported?

Drop us a line in support and we can make sure it's on our backlog. In the meantime, you can add a custom account and upload a CSV of your data. Find out how here.

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