How to Connect ChatGPT to Your Eagle Strategies Account Using Truthifi

Searching for "ChatGPT Eagle Strategies"? You're in the right place. Eagle Strategies LLC is the registered investment adviser arm of New York Life Insurance Company — the fee-based advisory and financial-planning platform through which New York Life financial professionals deliver managed account, IRA, and planning services to clients. Founded in 1993 and headquartered in New York, NY, Eagle Strategies operates within one of the most well-capitalized life-insurance and wealth organizations in the country, with New York Life reporting more than $700 billion in assets under management across its enterprise.

Truthifi changes how you interact with that data. With a ChatGPT Eagle Strategies connection using Truthifi, ChatGPT can see your live Eagle Strategies advisory account balances, holdings, and transaction history through a read-only MCP connector brokered by BAA. Truthifi rebuilds your data on connection: it normalizes security names, fills aggregator gaps, and stitches multi-account history into one clean timeline — so ChatGPT works with reliable advisory-account data from the start. The connector never touches your Eagle Strategies credentials and cannot move money, place trades, or alter any account setting.

This guide walks you through setup (about 5 minutes), explains exactly what Truthifi allows and blocks with your Eagle Strategies data, and shows how to turn raw advisory and planning account data into actionable insights with ChatGPT.

Before you begin, you'll need:

• A paid ChatGPT account (Plus, Pro, Team, Enterprise, or Edu). Custom connectors are not available on the free tier.

• Developer mode enabled. Open ChatGPT → Settings → Advanced → toggle on Developer mode. This is required before any custom connector (including Truthifi) can be added.

• A Truthifi account with at least one linked financial institution.

Note: If the Truthifi app doesn't appear in your connector list right away, try a hard refresh or log out and back in — it should then appear.

2. What You Need

• Active Eagle Strategies advisory or managed account with online access enabled through your New York Life financial professional's client portal

• ChatGPT Plus plan ($20/mo) with Apps & Connectors access

• Developer mode enabled in ChatGPT (Settings → Advanced → toggle on Developer mode) — required before adding any custom MCP connector, including Truthifi

• MFA (multi-factor authentication) enabled on your account login

• Free Truthifi account at truthifi.com

• About 5 minutes for first-time setup

• Prefer Claude? See /connect/claude-eagle-strategies

3. How to Connect ChatGPT to Your Eagle Strategies Account

Ready to connect ChatGPT to financial accounts? Here's how to link ChatGPT to your Eagle Strategies profile using Truthifi.

1. Open Settings in ChatGPT. Go to chatgpt.com. Click your profile icon → Settings → Apps & Connectors.

2. Add the Truthifi connector. Scroll to Custom connectors → Add custom connector. Enter Name: Truthifi, URL: https://api.truthifi.com/mcp. Click Add.

3. Authorize your Eagle Strategies accounts. ChatGPT redirects you to Truthifi's OAuth screen. Sign in to your Truthifi account, choose Eagle Strategies from the institution list, complete the BAA aggregator handoff using your client portal credentials plus MFA, and select which accounts (advisory/managed accounts, financial planning accounts, IRAs, brokerage accounts, annuities) to share with ChatGPT.

4. Enable Truthifi per conversation. In any new chat: Tools → Use apps → toggle Truthifi on. This step must be set each conversation.

5. Verify the connection. Send: "What is the total value of my Eagle Strategies accounts and how are they allocated across account types?" If ChatGPT responds with your actual Eagle Strategies figures, the connection is live.

[Connect ChatGPT to Eagle Strategies →]

You've successfully linked your Eagle Strategies account to ChatGPT for live, read-only advisory and planning account analysis.

4. Example Prompts for ChatGPT

• Account Overview — "Pull all my connected Eagle Strategies accounts. Show me the current balance for each, the account type, and the total across all of them. Break out what percentage of my total is in advisory/managed accounts, IRAs, and annuities."

• Advisory Fee Audit — "Calculate the total advisory fees and fund expense ratios I'm paying across my Eagle Strategies accounts. Express the all-in annual cost in dollars and as a percentage of total assets, broken down by account type."

• IRA Contribution Check — "Pull my Eagle Strategies Traditional and Roth IRA balances. Tell me how much I've contributed year-to-date, whether I'm on track to maximize the annual limit, and whether my asset allocation inside each IRA aligns with my stated risk profile."

• Managed vs. Brokerage Comparison — "Compare my Eagle Strategies managed advisory accounts to any brokerage accounts. For each, show total value, trailing 12-month performance, and all-in cost. Tell me which structure is delivering better after-fee results."

• Annuity and Insurance Overview — "List any annuity or life-insurance products held through my Eagle Strategies accounts. For each, show current contract value or cash value, product type, and any notes on surrender periods or charges."

• Holdings Allocation Breakdown — "Show me the asset-class breakdown across all my Eagle Strategies managed accounts. Tell me what percentage is in equities, fixed income, alternatives, and cash. Flag any class that exceeds 60% concentration."

• Year-to-Date Performance — "Calculate year-to-date performance across my Eagle Strategies accounts. Show the gain or loss in dollars and as a percentage for each account, and total my YTD result across the household."

• Transaction History Summary — "Pull transactions across my Eagle Strategies accounts for the past 90 days. Categorize by type — contributions, withdrawals, dividends, advisory fee debits — and show a summary by account and by month."

5. Why Truthifi?

5.1. Security

Your Eagle Strategies username and password never touch Truthifi's servers. Authentication occurs directly through the BAA aggregator handoff, creating a read-only, protocol-enforced connection secured with AES-256 encryption. ChatGPT receives only scoped data tokens, never your portal credentials. You maintain complete control and can revoke access anytime from your account settings or your Truthifi dashboard.

5.2. Privacy

Your financial data stays under your complete control when using Truthifi. We never store login credentials from Eagle Strategies or any institution. You decide which specific accounts ChatGPT can access — you can share your managed account, hide an IRA, or exclude an annuity. Data is never sold to third parties, and connecting ChatGPT does not automatically grant access to other AI tools.

5.3. Audit Trail

Every MCP data request is logged with complete session details for ChatGPT financial planning transparency. When ChatGPT accesses your Eagle Strategies data, the timestamp and specific information retrieved gets recorded automatically. You maintain full visibility into which account details were accessed during each interaction, with logs available in your Truthifi dashboard.

5.4. Data Quality

When Eagle Strategies delivers raw account data through its aggregator partner (BAA), security strings, product labels, and account categories can be inconsistent. Truthifi rebuilds that history from the aggregation source, normalizes security and ticker names, and resolves timing mismatches between trade dates and settlement. The result: ChatGPT works with clean, dependable Eagle Strategies data instead of raw aggregator output.

6. About ChatGPT

ChatGPT, built by OpenAI, is a general-purpose conversational AI that handles personal finance and portfolio analysis especially well when connected to live account data. The ChatGPT Plus plan ($20/mo) is required for Apps & Connectors access, which is what lets the Truthifi MCP connector plug in — and Developer mode must be enabled first.

For Eagle Strategies specifically, ChatGPT is useful for household aggregation across managed accounts, fee analysis, IRA tracking, and explaining the structure of fee-based advisory relationships in plain English. Because Eagle Strategies advisors integrate life-insurance and annuity planning with investment management, ChatGPT can help you understand your total picture — from advisory fees to annuity contract values — before your next meeting with your New York Life professional.

7. About Eagle Strategies

Eagle Strategies LLC is the registered investment adviser arm of New York Life Insurance Company. Founded in 1993 and headquartered in New York, NY, Eagle Strategies provides fee-based advisory and financial-planning services through New York Life financial professionals who are also Eagle Strategies investment adviser representatives. It operates within the broader New York Life enterprise, which reports more than $700 billion in assets under management.

Eagle Strategies clients hold advisory and managed accounts, financial planning accounts, IRAs, brokerage accounts (through NYLIFE Securities), and annuities — all accessible through the New York Life client portal. Third-party read-only access to balances and holdings is brokered through BAA.

• Headquarters: New York, NY

• Founded: 1993

• Parent: New York Life Insurance Company

• Enterprise AUM: $700+ billion (New York Life enterprise)

• Authentication: Username/password + MFA via New York Life client portal

• Data aggregator: BAA

• Supported account types: Advisory/managed accounts, financial planning accounts, IRAs and retirement accounts, brokerage accounts (via NYLIFE Securities), annuities

Eagle Strategies website →

8. Frequently Asked Questions

Is it safe to connect my Eagle Strategies account using Truthifi?

Yes. Your Eagle Strategies login happens on the New York Life client portal authentication flow through the BAA aggregator handoff. Your username, password, and MFA codes never pass through Truthifi's servers. ChatGPT receives only a scoped, read-only data token — it cannot move money, place trades, surrender an annuity, or alter any account setting. Every data request is logged, and you can revoke access from your portal or your Truthifi dashboard at any time. Full details at https://truthifi.com/security.

Truthifi security overview →

What can Truthifi actually do with my Eagle Strategies data?

Truthifi pulls account balances, holdings, transaction history, and account metadata from your Eagle Strategies accounts and makes them available to ChatGPT through a read-only MCP connector. ChatGPT can aggregate your household, analyze advisory fees, review annuity and insurance holdings, summarize transactions, and surface performance data. It cannot transfer money, place trades, or change anything on the Eagle Strategies side.

Do I need a paid ChatGPT plan to use this with Eagle Strategies?

Yes. To use ChatGPT with Truthifi, you need a ChatGPT Plus subscription at $20/mo or higher. Apps & Connectors must be enabled, and Developer mode must be turned on in Settings → Advanced. Free ChatGPT accounts cannot add custom MCP connectors.

Do I need to enable Developer mode in ChatGPT?

Yes. Before you can add any custom connector (including Truthifi), go to ChatGPT → Settings → Advanced and toggle on Developer mode. This is a one-time step. Once enabled, you can add the Truthifi MCP connector and it will persist across sessions.

Where is my Eagle Strategies data stored?

Your account data is fetched on demand from Eagle Strategies' aggregator feed via Truthifi, used during the active ChatGPT conversation, and not retained in ChatGPT memory between sessions. Truthifi caches a normalized history under your account so ChatGPT has consistent context, but you can clear it from your dashboard at any time.

How do I disconnect ChatGPT from Truthifi?

Open Settings → Apps & Connectors → find Truthifi → Disconnect or Remove. You can also remove the institution from your Truthifi dashboard. Disconnecting ChatGPT does not affect any other AI you have connected using Truthifi.

How does Truthifi compare to other options for Eagle Strategies?

Is Eagle Strategies a bank?

No. Eagle Strategies LLC is a registered investment adviser — the fee-based advisory arm of New York Life. It does not offer checking accounts, savings accounts, or bank deposits. Truthifi's connection covers advisory and managed accounts, IRAs, and related planning accounts — not banking products.

What Eagle Strategies account types does Truthifi support?

Truthifi supports Eagle Strategies advisory/managed accounts, financial planning accounts, Traditional IRA, Roth IRA, brokerage accounts (via NYLIFE Securities), and annuities where they appear in the BAA aggregator feed. You can connect as many or as few as you want, and adjust later.

Can ChatGPT help me prepare for my Eagle Strategies advisory meeting?

Yes. ChatGPT can surface Eagle Strategies account data that is typically relevant to advisory meetings — current balances, advisory fees paid, asset allocation, unrealized gains, IRA contribution status, and annuity contract values. It cannot provide financial advice. Pair its output with your New York Life financial professional, who manages the investment and planning decisions.

How is this different from logging into the New York Life portal directly?

The New York Life client portal gives you the account view your advisor configured, one account at a time. The ChatGPT + Truthifi connection gives you the same data plus the ability to ask open-ended questions across all your accounts at once, run fee and allocation analysis, and get plain-English explanations of your holdings and performance.

Can ChatGPT place trades or change my Eagle Strategies managed account settings?

No. ChatGPT cannot place trades, change allocations, or alter account settings. All investment decisions on Eagle Strategies accounts flow through your New York Life financial professional. ChatGPT can surface information and analysis so you can raise it with your advisor — but action stays with the people authorized to take it.

Can I connect both ChatGPT and Claude to my Eagle Strategies account?

Yes. Each AI connection using Truthifi is independent. Connecting ChatGPT does not expose your Eagle Strategies data to Claude, and vice versa. You control which accounts each AI can see, and you can revoke either connection at any time without affecting the other.

Does this replace my Eagle Strategies advisor or the New York Life portal?

No. Your New York Life financial professional manages your advisory accounts and planning strategy. The New York Life client portal remains the system of record. ChatGPT + Truthifi is for analysis and between-meeting questions — it sits next to the portal and your advisor, not in place of either.

What happens if Eagle Strategies or New York Life changes its login or MFA flow?

Truthifi's aggregator partner (BAA) maintains the connection. If login or MFA changes are made, you may be prompted to re-authenticate from your Truthifi dashboard.

Who can see my Eagle Strategies data?

Only you, and only ChatGPT during an active conversation where you have toggled Truthifi on. Truthifi does not sell data, does not earn commissions on Eagle Strategies products, and does not share your data with advertisers.

Subject to ChatGPT privacy policy.

9. MCP Integration Paths

MCP (Model Context Protocol) is the open standard that lets AI agents like ChatGPT talk to external data sources through a structured, read-only interface. When you connect ChatGPT to Eagle Strategies using Truthifi, you are using an MCP connector — infrastructure that translates ChatGPT's natural-language requests into safe, scoped MCP API calls against your live Eagle Strategies advisory data.

Truthifi runs MCP servers for finance: MCP banking, MCP investment, MCP brokerage, and MCP crypto. Each connector is read-only, protocol-enforced, and audit-logged. For Eagle Strategies specifically, the MCP investment integration covers advisory and managed accounts, IRAs, brokerage accounts, and annuities on the platform.

For developers and power users, Truthifi exposes its MCP API for custom MCP integration work — building dashboards, internal tools, or routing Eagle Strategies account data into other MCP-aware clients. An RIA platform like Eagle Strategies — with BAA aggregation — is a real-world integration scenario for any MCP investment or advisory stack.

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• Claude + Eagle Strategies guide

• Perplexity + Eagle Strategies guide

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• OpenClaw + Eagle Strategies guide

Informational only. Not financial advice. Consult a qualified financial advisor before making investment decisions. Truthifi is an independent platform and is not affiliated with Eagle Strategies LLC or New York Life Insurance Company. This guide reflects current product functionality as of June 2026.

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