Anthropic adds bank account connection feature Personal Finance to Claude
Anthropic has launched a new feature for Claude called Personal Finance, allowing users to connect bank accounts and ask Claude about their financial situation. The feature provides read-only access only; Claude cannot transfer, manage, or invest funds. Anthropic says conversations in this section will not be used for model training, users can disconnect their accounts at any time, and no ads or sponsored recommendations will be shown. In the long term, Anthropic hopes to connect Claude with licensed financial advisors and regulated institutions. OpenAI already offers a similar feature called Finances in the United States.
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The original text explains boundaries such as read-only access, not being used for training, and the ability to disconnect at any time, so readers can use this to judge the privacy and scope of use of this kind of financial connection.
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Anthropic lets Claude users connect their bank accounts and ask questions about their money. The new feature, called Personal Finance, gives Claude read-only access. It can't move, manage, or invest funds.
Anthropic says conversations in the Personal Finance section won't be used for model training. Users can disconnect their accounts at any time. The company also says it won't show ads or sponsored recommendations. Long-term, Anthropic wants to connect Claude with licensed financial advisors and regulated firms. OpenAI already offers a similar feature in the US called Finances .