Understand access. Stay in control .

Know what you authorize, what happens to your information, and where the limits are before you connect an account or act on an answer.

Controls around your decisions

Review the exact trade

An agent-drafted trade proposal pauses for your approval. Check the account, Live or Paper status, security, direction, quantity, and order conditions. Approval applies to that ticket; it does not authorize later trades or a different account.

How order approval works

Set boundaries per account

Optional Risk Controls apply per Portfolio Account. Attended violations require an explicit exception; unattended orders may be resized or paused. Read access does not grant trading access, and an approved order still depends on account permissions and broker handling.

Understand account access

Keep connected clients under review

Review authorized AI clients in External agents and revoke access when it is no longer needed. For external MCP servers connected to Mavori, choose the tools you enable and pause or remove connections you no longer use.

Manage MCP connections

Your information and your choices

The Privacy Policy explains collection, processors, retention, and your rights in full. These are the details to understand first.

Conversations and attachments: Chat history is stored with your account so you can return to it. Prompts, files you attach, and relevant context are sent to the model provider handling the conversation. Providers operate under their own terms; review the Privacy Policy and choose your model accordingly.
Optional account connections: Connecting a brokerage is optional. Authorized connections provide account, holdings, and order information for the features you use. Mavori does not receive or store your raw brokerage password, and you can disconnect the account.
Analytics preferences: You can opt out of product analytics in Settings under Preferences. The Privacy Policy describes usage events, masked session replay, and browser privacy signals.
Deletion and retention: You can delete conversations or your account. Some records, including order records, may be retained to meet legal, accounting, and audit obligations. Contact us to exercise data access or deletion rights.

Read the Privacy Policy Account settings guide

A tool for decisions, with limits

AI can make mistakes, market data can be incomplete, and a backtest cannot establish future performance. An approved order is not a guaranteed fill. Review sources, assumptions, and broker status before taking another action.

Read the Terms of Service

Report a concern

Contact us about a suspected vulnerability, unexpected account access, or a privacy request. Describe the issue without including passwords, access tokens, or brokerage credentials.

Contact Mavori