Your solution for long-term investing success. (2024)

Frequently Asked Questions

Is linking my investment portfolio to Ziggma secure?

Absolutely. Linking your investment portfolio to Ziggma is highly secure. The landscape of digital security has evolved significantly, with institutions adopting robust multi-factor authentication to fortify data protection. This advanced verification method significantly enhances security beyond conventional username and password systems.
OAuth, the gold standard, removes the need to share login credentials altogether.
You can link investment portfolios to Ziggma using OAuth from many leading brokers, such as Robinhood or Charles Schwab.
Ziggma NEVER comes in touch with, processes or stores your login credentials.

How does the 7-day free trial work?

You can try all of Ziggma’s features risk-free on a 7-day trial at no cost. All of you have to is to click Upgrade from any Premium feature or the Billing & Plan sub-tab in Account Management. Then go through the checkout process. It takes less than a minute to get full Premium access. Your card will not be charged during the trial period.

Can I cancel anytime?

Yes, you can cancel your subscription at any time. You subscription will remain active until the end of the last billing period.

What is your refund policy?

We guarantee a full refund in the event that you find your holdings data to be incorrect after linking your investment account. Please note that we rely on third party providers to obtain your holdings and transactions data. We are working closely with these data providers to continuously improve data accuracy.

Is my data safe?

We take data privacy very seriously. We understand that your holdings data comprises sensitive data. Therefore, we have put in place several layers of data protection, including encryption and de-personalization.
Ziggma never comes in touch with your account credentials when you link an investment account to the platform. This process is handled by our service provider Plaid, which is the market leader for this type of service. Connections via OAuth standard, as available for Robinhood, Charles Schwab and many other institutions, completely remove the sharing of log-in credentials.

Where can I find information about how to get started with Ziggma?

Ziggma has been designed for ease of use so that any user can get draw value from the platform within seconds. Supporting information can be found on the FAQ page.
Following your signup, you will also receive a series of eight brief emails that present some of the most powerful features you will have access to with Ziggma.

Can I change my plan later?

You can switch plans at any time.

What happens if I do not wish to pursue a Premium subscription after my free trial?

You will be automatically switched to the Free plan. If you previously linked an investment account, it will be converted into a virtual portfolio and no longer be updated. Any saved screen settings will be deleted.