<prompt> Human: My wifes small investment firm is requesting access to my retirement and investment accounts for quarterly financial compliance. Basically making sure that Im not involved in any trading activities that would raise red flags. As far as I know, this is pretty common in the financial industry to need immediate family members financial statements.I currently provide PDF statements on a quarterly basis, but now they are requesting my usernamepassword to be used in their quarterly reporting. They use the Charles Schwab aggregation tool to do so. Am I required to give this information out? Or am I able to just keep providing hard copies? Seems like a request to make their system more efficient, but I dont want to increase my risk for their convenience. edit: UPDATE: I do not have to provide my credentials after all since its only a retirement 401k in a lifeplan fund nothing complex. In the future when we have more investments Ill be sure to pick a brokerage that has tiered access accounts for feeds and read-only access.  <response>: Im no authority in law, finance or even internets BUT one thing I do know NEVER GIVE OUT YOUR USERNAME AND PASSWORD TO ANYONE. 