How to Connect Claude to Your B. Riley Wealth Account Using Truthifi

If you've been looking for a way to ask questions about your B. Riley Wealth holdings, advisory fees, or portfolio performance without exporting spreadsheets, you're in the right place. B. Riley Wealth is the full-service broker-dealer and advisory arm of B. Riley Financial, Inc., serving clients through roughly 73 branches in 17 or more states. Your brokerage accounts, advisory portfolios, IRAs, and fixed income holdings live inside the B. Riley Wealth client portal — useful, but not built for conversational analysis.

Truthifi connects Claude to your B. Riley Wealth data through a read-only MCP connector brokered by Plaid. Once connected, you can ask Claude anything about your portfolio — allocation, fees, year-to-date performance, concentrated positions, fixed income breakdown — and get a real answer backed by your actual account data. Truthifi normalizes the raw Plaid feed, resolves security-name inconsistencies, and stitches multi-account history into one clean timeline. Claude never touches your credentials and cannot move money, place trades, or change any account setting.

This guide covers everything you need to connect Claude to B. Riley Wealth in about 5 minutes.

2. What You Need

• Active B. Riley Wealth account with online portal access enabled

• Claude.ai account (Pro plan recommended for best performance with connected data)

• MFA (multi-factor authentication) enabled on your B. Riley Wealth login

• Free Truthifi account at truthifi.com

• About 5 minutes for first-time setup

• Prefer ChatGPT? See /connect/chatgpt-b-riley-wealth

3. How to Connect Claude to Your B. Riley Wealth Account

Here's how to link Claude to your B. Riley Wealth profile using Truthifi.

1. Open Claude Settings. Go to claude.ai. Click your profile icon → Settings → Integrations or Connected Apps.

2. Add the Truthifi MCP connector. Select Add integration or Add connector. Enter Name: Truthifi, URL: https://api.truthifi.com/mcp. Save.

3. Authorize your B. Riley Wealth accounts. Claude redirects you to Truthifi's OAuth screen. Sign in to Truthifi, select B. Riley Wealth from the institution list, complete the Plaid aggregator handoff using your B. Riley Wealth portal credentials plus MFA, and choose which accounts (brokerage, advisory, IRA, annuity, fixed income) to share.

4. Enable Truthifi in your conversation. In a new Claude chat, enable the Truthifi integration from the tools or integrations menu.

5. Verify the connection. Send: "Show me all my B. Riley Wealth accounts with current balances, account types, and a total across the household." If Claude replies with your actual figures, the connection is live.

[Connect Claude to B. Riley Wealth →]

Your B. Riley Wealth accounts are now connected to Claude for live, read-only analysis.

4. Example Prompts for Claude

• Household Summary — "Aggregate all my B. Riley Wealth accounts into a single household view. Show total assets, each account's balance and type, and the percentage each contributes to the household total."

• Fixed Income Deep Dive — "List every fixed income and bond position across my B. Riley Wealth accounts. For each, show par value, current market value, coupon or yield where available, maturity, and percentage of total portfolio."

• Fee Transparency — "Calculate the total cost of ownership across my B. Riley Wealth accounts — advisory fees, fund expense ratios, and any other charges visible in my account data. Give me the all-in annual dollar cost and basis-point equivalent."

• IRA Strategy Review — "Pull my B. Riley Wealth Traditional and Roth IRA accounts. Compare the current asset allocation in each, identify any overlap with taxable accounts, and suggest what questions I should ask my advisor about my retirement account positioning."

• Equity Concentration — "Across all my B. Riley Wealth brokerage and advisory accounts, identify any individual stock or sector that represents more than 8% of my total portfolio. Rank them and note what each position is worth."

• Annuity Overview — "List any annuity products I hold through B. Riley Wealth. For each, show the current contract value and what percentage of my overall portfolio it represents. Flag any with potential surrender period implications."

• Trailing Performance — "Show the trailing 1-, 3-, and 12-month performance for each of my B. Riley Wealth accounts where data is available. Compare each to an appropriate benchmark and tell me what's driving the difference."

• Transaction Review — "Pull all transactions across my B. Riley Wealth accounts from the last 60 days. Group by account, then by transaction type — contributions, withdrawals, dividends, interest, and trades. Give me a clean summary."

5. Why Truthifi?

5.1. Security

Your B. Riley Wealth username and password never touch Truthifi's servers. Authentication happens through the Plaid aggregator handoff, creating a read-only, protocol-enforced connection secured with AES-256 encryption. Claude receives only scoped data tokens — never your portal credentials. You can revoke access at any time from your B. Riley Wealth portal settings or your Truthifi dashboard.

5.2. Privacy

You decide exactly which B. Riley Wealth accounts Claude can see. Truthifi never stores login credentials. You can share your brokerage account and exclude your IRA, or include everything — the granular controls are yours. Data is never sold to third parties, and connecting Claude does not automatically grant access to other AI tools.

5.3. Audit Trail

Every MCP data request Claude makes against your B. Riley Wealth data is logged with a precise timestamp and a record of what was retrieved. You can review the full audit trail from your Truthifi dashboard at any time. No silent background syncs — you see every query Claude ran.

5.4. Data Quality

B. Riley Wealth delivers raw account data through Plaid, but security strings, product labels, and account categories can be inconsistent in raw aggregator output. Truthifi normalizes that data — cleaning security names, resolving ticker discrepancies, and filling timeline gaps — so Claude works with clean, reliable B. Riley Wealth data, not raw aggregator strings.

6. About Claude

Claude, built by Anthropic, is a conversational AI that excels at structured financial reasoning, document-length analysis, and multi-step calculations. When connected to live account data through Truthifi, Claude can aggregate a full B. Riley Wealth household, break down advisory fees with precision, and generate plain-English explanations of complex portfolio structures.

Claude's extended context window makes it especially useful for B. Riley Wealth clients holding multiple account types — it can hold your entire portfolio in context and let you drill from household totals into individual security positions without losing the thread. Claude does not retain account details between sessions unless you explicitly share them.

7. About B. Riley Wealth

B. Riley Wealth is the full-service wealth-management arm of B. Riley Financial, Inc., established in 1984 and headquartered in Memphis, Tennessee. The firm operates roughly 73 branches across 17 or more states and holds FINRA CRD #2543.

B. Riley Wealth provides brokerage, advisory, and retirement-planning services to individual investors through affiliated financial advisors. Part of B. Riley Financial, Inc., the wealth division covers brokerage accounts, advisory and managed portfolios, IRAs, fixed income and equities, and annuities. Read-only third-party access is brokered through Plaid.

• Headquarters: Memphis, TN

• Founded: 1984

• Parent: B. Riley Financial, Inc.

• Scale: Approximately 73 branches in 17+ states (FINRA CRD #2543)

• Authentication: Client portal login with username/password and MFA

• Data aggregator: Plaid

• Supported account types: Brokerage accounts, Advisory/managed accounts, Traditional IRA, Roth IRA, Annuities and insurance, Fixed income and equities

B. Riley Wealth website →

8. Frequently Asked Questions

Is it safe to connect my B. Riley Wealth account to Claude using Truthifi?

Yes. Your B. Riley Wealth login flows through Plaid's authentication — your credentials never reach Truthifi's servers. Claude receives a scoped, read-only token. It cannot move money, place trades, or change any account setting. You can revoke the connection from your Truthifi dashboard or your B. Riley Wealth portal at any time. Details at https://truthifi.com/security.

Truthifi security overview →

What can Claude actually see in my B. Riley Wealth accounts?

Claude can see account balances, holdings with security-level detail, transaction history, and account metadata — everything Plaid pulls from your B. Riley Wealth feed and that Truthifi normalizes. Claude cannot see your B. Riley Wealth credentials, cannot initiate any transaction, and cannot alter any advisory model or account setting.

Do I need a paid Claude plan?

A Claude Pro subscription is recommended for the best experience with large account datasets and multi-step financial analysis. Truthifi's MCP connector is compatible with Claude.ai's integration framework.

Where is my B. Riley Wealth data stored when I use Claude?

Your data is fetched on demand during the active conversation. Truthifi caches a normalized history under your account for consistency, but it is not stored in Claude's memory between sessions. You can clear your Truthifi cache from your dashboard at any time.

How do I disconnect Claude from my B. Riley Wealth accounts?

Go to Claude Settings → Integrations → Truthifi → Remove, or remove B. Riley Wealth from your Truthifi dashboard directly. Disconnecting Claude does not affect other AI tools you have connected through Truthifi.

How does Truthifi compare to other options for B. Riley Wealth?

What does my B. Riley Wealth advisor think about this?

Your advisor continues to manage your portfolio, handle suitability, and execute all trades. Claude + Truthifi is a read-only analysis layer that helps you understand your accounts between advisor meetings — it does not interfere with the advisory relationship or alter any account.

What B. Riley Wealth account types does Truthifi support?

Brokerage accounts, advisory/managed accounts, Traditional and Roth IRAs, fixed income, equities, and annuity and insurance products where they appear in the Plaid aggregator feed.

Can Claude analyze my fixed income positions at B. Riley Wealth?

Yes. Claude can list all bond and fixed income holdings across your B. Riley Wealth accounts, display coupon rates and maturities where Plaid reports them, and calculate the fixed income allocation as a percentage of your total portfolio.

How is Claude + Truthifi different from just logging into my portal?

The B. Riley Wealth portal shows one account at a time, in the format your advisor configured. Claude + Truthifi aggregates all accounts simultaneously and lets you ask open-ended analysis questions — allocation, fees, concentration, performance comparisons — that the portal isn't designed to answer.

Can Claude execute trades or rebalance my B. Riley Wealth portfolio?

No. Claude is read-only through Truthifi. All trading and rebalancing happens through your B. Riley Wealth advisor. Claude can surface the analysis to make those advisor conversations more productive.

Can I connect both Claude and ChatGPT to my B. Riley Wealth account?

Yes. Each AI connection is independent through Truthifi. You control which accounts each AI sees. Connecting Claude does not expose your data to ChatGPT, and vice versa.

Does this replace the B. Riley Wealth portal?

No. The portal is the system of record — the place your advisor manages your accounts. Claude + Truthifi is an analysis layer that sits alongside the portal.

What if Plaid loses its connection to B. Riley Wealth?

You'll be prompted to re-authenticate from your Truthifi dashboard. Claude will alert you if it cannot retrieve current data.

Who can see my B. Riley Wealth data?

Only you, during an active Claude conversation with Truthifi enabled. Truthifi does not sell your data, does not earn commissions on B. Riley Wealth products, and does not share data with advertisers.

Subject to Claude privacy policy.

Can Claude help with tax planning using my B. Riley Wealth data?

Claude can surface realized gains and losses, IRA distribution details, and taxable interest and dividend information from your B. Riley Wealth accounts. It is not a tax advisor. Work with a qualified tax professional and your B. Riley Wealth advisor for tax strategy.

9. MCP Integration Paths

MCP (Model Context Protocol) is the open standard that lets AI agents like Claude talk to external financial data sources through a structured, read-only interface. When you connect Claude to B. Riley Wealth using Truthifi, you are using an MCP connector — infrastructure that translates Claude's natural-language requests into safe, scoped MCP API calls against your live B. Riley Wealth account 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 B. Riley Wealth specifically, the MCP investment integration covers brokerage, advisory/managed, and IRA accounts through the Plaid aggregator.

For developers and power users, Truthifi exposes its MCP API for custom MCP integration work — building internal dashboards, analytics tools, or routing B. Riley Wealth account data into other MCP-aware clients.

• 📈 AI Investing & Trading — AI stock analysis, AI portfolio management, AI trading signals.

• 💰 AI Budgeting & Personal Finance — AI budgeting apps, AI savings tools, AI expense tracking.

• 🏦 AI Banking & Fintech — AI digital banking, AI fraud detection, AI compliance.

• 🤖 AI Financial Advisors — AI wealth management and AI financial planning.

• 🌐 AI in Finance: The Big Picture — Generative AI finance and AI applications in financial services.

• ChatGPT + B. Riley Wealth guide

• Perplexity + B. Riley Wealth guide

• Grok + B. Riley Wealth guide

• OpenClaw + B. Riley Wealth 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 B. Riley Wealth or B. Riley Financial, Inc. This guide reflects current product functionality as of June 2026.

SEO Panel

Title: Claude B. Riley Wealth — Connect Using Truthifi | AI Portfolio Analysis Meta Description: Connect Claude to your B. Riley Wealth account using Truthifi. Live holdings, fee breakdown, IRA and fixed income review, read-only MCP connector. Setup takes 5 minutes. H1: How to Connect Claude to Your B. Riley Wealth Account Using Truthifi Canonical URL: https://truthifi.com/connect/claude-b-riley-wealth