From the source
Anthropic is adding Personal Finance to Claude, letting Pro, Max and Ultra users in the US connect bank and card accounts and ask about their money in plain language.
- Access is read-only, so Claude cannot move, manage or invest money, and the company says the feature carries no ads or sponsored recommendations and offers no credit cards, loans or savings accounts of its own.
- Accounts are linked only after the user signs in to their bank through Plaid, which is where they approve Claude's read-only access, so Claude never asks for or sees a bank password.
- For connected accounts, Claude sees the bank's name, each account's name, type and last four digits, balances and credit limits, and up to two years of transactions.
- Conversations held in the Personal Finance hub are not used to train Anthropic's models, while anything shared with Claude outside the hub falls under the user's privacy settings, and accounts can be unlinked at any time.
