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

Looking for a no-subscription way to ask AI questions about your B. Riley Wealth portfolio? OpenClaw is a free, open-source MCP-native AI client that works directly with Truthifi's MCP connector — no paid AI plan required. B. Riley Wealth is the full-service broker-dealer and advisory arm of B. Riley Financial, Inc., established in 1984, headquartered in Memphis, Tennessee, and operating roughly 73 branches in 17 or more states (FINRA CRD #2543). Whether you hold brokerage accounts, advisory or managed portfolios, Traditional or Roth IRAs, fixed income positions, or annuities at B. Riley Wealth, OpenClaw can surface that data for conversational analysis.

Truthifi's read-only MCP connector — brokered by Plaid — pulls your live B. Riley Wealth account data, normalizes security names, fills aggregator gaps, and stitches your multi-account history into a clean timeline. OpenClaw never touches your B. Riley Wealth credentials and cannot move money, place trades, or alter any account setting. Setup takes about 5 minutes.

2. What You Need

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

• OpenClaw installed (free download at openclaw.ai)

• 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 a paid AI option? See /connect/chatgpt-b-riley-wealth or /connect/claude-b-riley-wealth

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

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

1. Open OpenClaw. Launch the OpenClaw app on your desktop or access it via the web client at openclaw.ai.

2. Add the Truthifi MCP server. In OpenClaw, go to Settings → MCP Servers → Add Server. Enter Name: Truthifi, URL: https://api.truthifi.com/mcp. Save.

3. Authorize your B. Riley Wealth accounts. OpenClaw 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, fixed income, annuity) to share.

4. Start a conversation with Truthifi enabled. In a new OpenClaw chat, confirm the Truthifi MCP server is active in the tools panel.

5. Verify the connection. Send: "List all my B. Riley Wealth accounts with current balances, account types, and a household total." If OpenClaw responds with your actual figures, the connection is live.

[Connect OpenClaw to B. Riley Wealth →]

Your B. Riley Wealth accounts are now available to OpenClaw for live, read-only analysis at no subscription cost.

4. Example Prompts for OpenClaw

• Portfolio Overview — "Pull all my B. Riley Wealth accounts and give me current balances by account type. Show me the household total and each account as a percentage of the whole."

• Holdings by Asset Class — "List every holding across my B. Riley Wealth accounts grouped by asset class — equities, fixed income, cash equivalents, and other. Show the dollar value and percentage weight of each class."

• Advisory Fee Calculation — "Using the data from my B. Riley Wealth accounts, calculate the total advisory fees and fund expense ratios I am paying annually. Express it in dollars and as a percentage of total assets."

• IRA Balance and Allocation — "Pull my B. Riley Wealth Traditional and Roth IRA balances and current holdings. Tell me the current allocation between equities, fixed income, and cash, and flag anything that looks out of balance for a long-term retirement account."

• Fixed Income Summary — "List all fixed income holdings across my B. Riley Wealth accounts. Show par value, current market value, coupon rate or yield where available, and maturity date if visible."

• Concentration Check — "Flag any individual equity position across my B. Riley Wealth accounts that represents more than 8% of my total portfolio. Rank them from largest to smallest and note each position's dollar value."

• Transaction History — "Retrieve all transactions across my B. Riley Wealth accounts from the past 90 days. Categorize by type — contributions, withdrawals, dividends, interest, and trades. Give me a summary by account and by month."

• Annuity and Insurance Review — "List any annuity or insurance products I hold through B. Riley Wealth. Show the current contract or cash value for each and its percentage of my total portfolio."

5. Why Truthifi?

5.1. Security

Your B. Riley Wealth username and password never touch Truthifi's servers. Authentication flows through the Plaid aggregator handoff, creating a read-only, protocol-enforced connection secured with AES-256 encryption. OpenClaw 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 control exactly which B. Riley Wealth accounts OpenClaw can access. Truthifi never stores login credentials. Share everything, or just a single account — the choice is yours and can be changed at any time. Data is never sold to third parties, and connecting OpenClaw does not automatically grant access to other AI tools.

5.3. Audit Trail

Every MCP data request OpenClaw makes against your B. Riley Wealth data is logged with a precise timestamp and a record of the specific information retrieved. You can review the full audit log from your Truthifi dashboard. No silent background syncs, no unexplained access.

5.4. Data Quality

Raw Plaid output for B. Riley Wealth can include inconsistent security names, account-label variations, and timing gaps. Truthifi resolves those issues — normalizing security strings, filling gaps in the history, and ensuring OpenClaw works with clean, reliable B. Riley Wealth data rather than raw aggregator output.

6. About OpenClaw

OpenClaw is a free, open-source AI client designed specifically for MCP (Model Context Protocol) integrations. Unlike ChatGPT, Claude, or Perplexity, OpenClaw requires no paid subscription to connect external MCP data sources — making it the most accessible path to B. Riley Wealth AI analysis for users who don't want or need a paid AI plan.

OpenClaw is MCP-native, meaning it is optimized for exactly the kind of structured, read-only financial data connection that Truthifi provides. For B. Riley Wealth clients, OpenClaw offers full portfolio analysis — balances, holdings, fees, transactions — without any monthly fee for the AI itself.

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. 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 OpenClaw using Truthifi?

Yes. Your B. Riley Wealth credentials flow through Plaid's authentication only — Truthifi's servers never see your username, password, or MFA codes. OpenClaw receives a scoped, read-only token that cannot initiate any transaction or change any account setting. Every request is logged, and you can revoke access at any time from your Truthifi dashboard or B. Riley Wealth portal. Details at https://truthifi.com/security.

Truthifi security overview →

What makes OpenClaw different from ChatGPT or Claude for B. Riley Wealth?

OpenClaw is free and open-source, with no subscription required for MCP integration. If you want to connect your B. Riley Wealth data to AI without paying for ChatGPT Plus ($20/mo) or a Claude Pro plan, OpenClaw is the most accessible option. The trade-off is fewer built-in AI capabilities outside the MCP data context.

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

OpenClaw can see account balances, holdings with security-level detail, transaction history, and account metadata that Plaid pulls from B. Riley Wealth and Truthifi normalizes. It cannot see credentials, initiate transactions, or change any account setting.

Is OpenClaw really free?

Yes. OpenClaw is a free, open-source MCP client. The Truthifi account at truthifi.com is also free. You pay nothing for the AI client itself, and nothing to Truthifi for basic use. B. Riley Wealth subscription fees are unchanged.

Where is my B. Riley Wealth data stored?

Your data is fetched on demand during the active OpenClaw conversation. Truthifi maintains a normalized cache under your account for consistency. You can clear it from your dashboard at any time.

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

Go to OpenClaw Settings → MCP Servers → Truthifi → Remove, or remove B. Riley Wealth from your Truthifi dashboard. Disconnecting OpenClaw does not affect other AI tools you've connected through Truthifi.

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

What about my B. Riley Wealth advisor?

Your advisor manages your portfolio and executes all transactions. OpenClaw + Truthifi is a read-only analysis tool that helps you understand your accounts independently. It does not interact with or notify your advisor.

What B. Riley Wealth account types does Truthifi support?

Brokerage, advisory/managed, Traditional and Roth IRAs, annuities and insurance, and fixed income and equity positions where they appear in the Plaid aggregator feed.

Can OpenClaw analyze fixed income positions at B. Riley Wealth?

Yes. OpenClaw can list all bond and fixed income holdings, display coupon rates and maturities where Plaid reports them, and calculate the fixed income allocation as a percentage of the total portfolio.

How is OpenClaw + Truthifi different from logging into the B. Riley Wealth portal?

The portal shows one account at a time in a format configured by your advisor. OpenClaw + Truthifi aggregates all your B. Riley Wealth accounts simultaneously and lets you ask open-ended analysis questions the portal wasn't designed to answer.

Can OpenClaw place trades or rebalance my B. Riley Wealth accounts?

No. OpenClaw is entirely read-only through Truthifi. All trading happens through your B. Riley Wealth advisor.

Can I switch from OpenClaw to ChatGPT or Claude later?

Yes. Each AI connection through Truthifi is independent. You can connect multiple AI clients simultaneously, or remove one and add another at any time. Your B. Riley Wealth data stays in Truthifi regardless of which AI client you use.

Does this replace the B. Riley Wealth portal?

No. The portal is the system of record for your accounts. OpenClaw + Truthifi is an analysis layer that complements it.

Who can see my B. Riley Wealth data when I use OpenClaw?

Only you, during an active OpenClaw conversation with Truthifi enabled. Truthifi does not sell your data and does not share it with advertisers or third parties.

Subject to OpenClaw privacy policy.

9. MCP Integration Paths

MCP (Model Context Protocol) is the open standard that lets AI agents like OpenClaw talk to external financial data sources through a structured, read-only interface. OpenClaw was built from the ground up as an MCP-native client — making it an ideal pairing for Truthifi's B. Riley Wealth connector. When you connect OpenClaw to B. Riley Wealth using Truthifi, MCP translates your natural-language requests into safe, scoped API calls against your live 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 integration work — routing B. Riley Wealth account data into dashboards, internal tools, or 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

• Claude + B. Riley Wealth guide

• Perplexity + B. Riley Wealth guide

• Grok + 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: OpenClaw B. Riley Wealth — Connect Using Truthifi | Free AI Portfolio Analysis Meta Description: Connect OpenClaw to your B. Riley Wealth account using Truthifi. Free AI client, live holdings, fee analysis, read-only MCP connector. Setup takes 5 minutes. H1: How to Connect OpenClaw to Your B. Riley Wealth Account Using Truthifi Canonical URL: https://truthifi.com/connect/openclaw-b-riley-wealth