How to Connect Claude to Your Eagle Strategies Account Using Truthifi

Searching for "Claude 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. Founded in 1993 and headquartered in New York, NY, Eagle Strategies sits within one of the most well-capitalized financial organizations in the United States, 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 Claude Eagle Strategies connection using Truthifi, Claude can access your live Eagle Strategies advisory account balances, holdings, and transaction history through an Anthropic-supported MCP custom connector brokered by BAA. Truthifi normalizes your data on connection, fills aggregator gaps, and stitches multi-account history into one clean timeline — so Claude reasons about reliable advisory-account data, not stale statement exports. The connection is read-only, never stores your Eagle Strategies credentials, and cannot move money, place trades, or change any account setting.

This guide walks you through setup (about 5 minutes), explains what Truthifi allows and blocks with your Eagle Strategies data, and shows the kinds of structured, long-form analyses that Claude handles especially well on fee-based advisory accounts.

Before you begin, you'll need:

• A paid Claude subscription (Pro or Max). Custom connectors are only available on paid individual plans. Free accounts and some team plans cannot add custom connectors.

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

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

• Claude Pro plan ($20/mo) — required for custom MCP connectors

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

• Free Truthifi account at truthifi.com

• About 5 minutes for first-time setup

• Prefer ChatGPT? See /connect/chatgpt-eagle-strategies

3. How to Connect Claude to Your Eagle Strategies Account

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

1. Open Settings in Claude. Go to claude.ai. Click your profile → Settings → Connectors.

2. Add the Truthifi connector. Choose Add custom connector. Enter Name: Truthifi, MCP URL: https://api.truthifi.com/mcp. Click Connect.

3. Authorize your Eagle Strategies accounts. Claude 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 Claude.

4. Enable Truthifi when needed. In any new chat, click + → Integrations → toggle Truthifi on. You may need to re-enable Truthifi in some new conversations if it isn't active by default.

5. Verify the connection. Send: "What is the total value of my connected Eagle Strategies accounts, broken out by account type?" If Claude responds with your actual Eagle Strategies figures, you're live.

[Connect Claude to Eagle Strategies →]

Your Eagle Strategies account is now linked to Claude for live, read-only advisory and planning account analysis.

4. Example Prompts for Claude

• Advisory Fee Breakdown Memo — "Calculate the total advisory fees and fund expense ratios across all my Eagle Strategies accounts. Write a one-page memo explaining what I'm paying, what I'm getting, and how it compares to industry benchmarks for fee-based RIA platforms. Break it down by account type and express it in dollars and as a percentage of assets."

• IRA Strategy Deep Dive — "Pull my Eagle Strategies Traditional and Roth IRA balances and any available contribution history. Write a detailed analysis comparing the long-term after-tax outcome of maxing out my Traditional IRA versus my Roth IRA given my current tax bracket, expected retirement bracket, and time horizon."

• Household Aggregation Report — "Aggregate every Eagle Strategies account in my household into one structured view. Show total assets by account type, the combined asset-class allocation, and how each individual account contributes to the household total. Note any significant concentration risks."

• Annuity Review and Fit Analysis — "List any annuity or life-insurance products held through my Eagle Strategies accounts. For each, summarize the current contract value, product type, surrender status, and how it fits — or doesn't fit — into my overall portfolio allocation. Write a plain-English recommendation on whether each product still makes sense."

• Managed Account Performance Analysis — "Show my Eagle Strategies managed account performance over the trailing 1-, 3-, and 12-month periods. For each account, compare the return to an appropriate blended benchmark and explain in clear language what drove any meaningful gap."

• Year-End Planning Summary — "Write a year-end summary across all my Eagle Strategies accounts: starting and ending balances, total contributions and withdrawals, realized gains and losses, advisory fees paid, and current asset allocation. Include a section on three things I should discuss with my New York Life financial professional before year end."

• Asset Allocation Drift Analysis — "Review my Eagle Strategies managed accounts. Compare the current asset allocation to a standard 60/40 equity/fixed-income target. Write a structured analysis explaining how much each account has drifted and what rebalancing would look like in dollar terms."

• Brokerage vs. Advisory Cost Analysis — "Compare my Eagle Strategies brokerage accounts (held through NYLIFE Securities) to my fee-based advisory/managed accounts. Show total value, trailing 12-month performance, and all-in cost for each. Write a structured recommendation on whether the advisory fee is justified by the value delivered."

5. Why Truthifi?

5.1. Security

Your Eagle Strategies portal username and password never touch Truthifi's servers. Authentication occurs through the BAA aggregator partner, creating a read-only, protocol-enforced connection secured with AES-256 encryption. Claude receives only scoped data tokens, never your Eagle Strategies credentials. You maintain complete control and can revoke access anytime from your portal 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 Eagle Strategies accounts Claude can access — you can share a managed account, hide an IRA, or exclude an annuity. Data is not sold to third parties, and connecting Claude does not grant access to any other AI you have connected through Truthifi.

5.3. Audit Trail

Every MCP data request is logged for Claude transparency. When Claude accesses your Eagle Strategies data, the timestamp and specific data retrieved is recorded automatically. You maintain full visibility into which account details were accessed and when, with no hidden background queries. Audit logs are available in your Truthifi dashboard.

5.4. Data Quality

When Eagle Strategies delivers raw account data through its aggregator partner, security strings, account labels, and category tags 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 — so Claude sees a clean, complete Eagle Strategies picture rather than raw aggregator output.

6. About Claude

Claude, built by Anthropic, is a conversational AI especially strong at long-form reasoning, careful explanations, and structured writing — all of which map well to the nuanced, multi-variable questions that arise in fee-based advisory accounts. The Claude Pro plan ($20/mo) is required to use custom MCP connectors, which is what powers the Truthifi integration.

For Eagle Strategies specifically, Claude is well suited to multi-step analyses — advisory fee breakdowns, IRA strategy comparisons, annuity fit reviews, and year-end planning summaries. Eagle Strategies clients tend to hold complex, multi-product portfolios that span managed accounts, retirement accounts, and life-insurance products. Claude's structured, reasoning-forward approach suits the kind of planning questions where getting the nuance right matters.

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 hold Eagle Strategies investment adviser representative (IAR) registrations. The platform 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 portal authentication flow through the BAA aggregator handoff. Your username, password, and MFA codes never pass through Truthifi's servers. Claude 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.

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 Claude through a read-only MCP connector. Claude can aggregate your household, analyze advisory fees, review annuity and insurance holdings, write structured planning memos, and surface performance data. It cannot transfer money, place trades, or change anything on the Eagle Strategies side.

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

Yes. Custom MCP connectors in Claude require a Claude Pro plan ($20/mo) or higher (Max, Team, or Enterprise). Free Claude accounts cannot add custom connectors, which is what the Eagle Strategies integration requires.

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.

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 Claude conversation, and not retained in Claude memory between sessions. Truthifi caches a normalized history under your account so Claude has consistent context, but you can clear it from your dashboard at any time.

How do I disconnect Claude from Truthifi?

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

How does Truthifi compare to other options for Eagle Strategies?

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 Claude help me prepare for my Eagle Strategies advisory meeting?

Yes. Claude can surface Eagle Strategies account data relevant to advisory meetings — balances, fees, allocation, annuity contract values, IRA contribution status — and write a structured prep memo. It cannot provide financial advice or place any transaction. Pair Claude's output with your New York Life financial professional, who manages your planning and investment decisions.

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

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

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 Claude + Truthifi connection gives you the same data plus the ability to write structured analyses, run fee and allocation comparisons, and get detailed explanations of your holdings and performance — beyond what the portal reporting shows.

Can Claude place trades or change my managed account settings?

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

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 Claude 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 Claude privacy policy.

9. MCP Integration Paths

MCP (Model Context Protocol) is the open standard that lets AI agents like Claude talk to external data sources through a structured, read-only interface. When you connect Claude to Eagle Strategies 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 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/managed accounts, IRAs, brokerage accounts, and annuities on the New York Life 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 affiliate like Eagle Strategies — backed by BAA aggregation — is a practical real-world scenario for any MCP advisory integration stack.

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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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