Is it safe to allow a mortgage broker to access my finances? They are requesting it in order to present account balances to our home loan issuer, and while I wouldn't suspect they are scamming us or being fraudulent I felt I should at least confirm that this is a normal thing to do, or even if there is a safer way to do it.
All they should need is authorization to do a one-time query of your balances from the bank, to confirm that the balance statement you're showing them is correct and not forged. (If that.) If they ask for more access than that, walk out and find someone else.