Checked fact 41456 Nov 2026Agents and apps
Anthropic says that 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.
The exact words it rests on
For the accounts you choose to connect (and only those), 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.
What the source said when we opened it, on 6 Nov 2026.
The source
Introducing Personal Finance in Claude
Checked
Checked by the notis newsroom on , against the source above.
In the story
Claude can now see linked bank accounts, read-only, in a US beta 6 Nov 2026
Cite this fact
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