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Accounts are connected when the user signs in to their bank through Plaid, so Claude does not ask for or see the bank password.
Your accounts are only connected once you sign in to your bank yourself through Plaid , a service that connects apps to banks. That's where you agree to its terms and approve Claude's read-only access, so Claude doesn't ask for or see your bank password.
Introducing Personal Finance in Claude · Anthropic · archived copy · checked 6 Nov 2026 · Cite this fact · the story
1 story · first 6 Nov · latest 6 Nov
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Accounts are connected when the user signs in to their bank through Plaid, so Claude does not ask for or see the bank password.
Introducing Personal Finance in Claude · Anthropic · archived copy · checked 6 Nov 2026 · Cite this fact · the story
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