Claude can now read users' bank account data in a beta feature called Personal Finance, though it cannot move money, according to a post announcing the rollout.
Beta · Personal Finance · US rollout
Claude can now read your bank data, but it cannot move a dollar
A beta feature lets Pro, Max and Ultra subscribers in the US connect bank and card accounts through Plaid. Access is read-only, and Claude never sees the user's bank password.
16
Banks and cards a user can connect
2 yrs
Of transaction history available
0
Ability to initiate transfers or payments
Connection capacity per user
Each block is one bank or card account. Maximum: 16.
16 of 16 blocks = full capacity
How the connection works
STEP 1
User connects via Plaid
Bank password stays with the connector
→
STEP 2
Read-only data access
Balances and transactions, up to 2 years
→
STEP 3
Claude answers questions
Insight only, with no payment capability
Design choices that address privacy
Credentials are kept separate from the assistant
Read-only access blocks transfers and payments
Permissions are narrow by design
Open questions
How transaction data is stored and used
How errors and disconnections are handled
When it expands beyond the US or to more plans
Why it matters
If the beta performs as described, AI assistants move from general questions to individuals' financial records under tightly limited permissions.
Regulators and security researchers are likely to watch closely as the feature expands.
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