How to Connect Perplexity to Your Eagle Strategies Account Using Truthifi

Searching for "Perplexity 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 operates within the broader New York Life enterprise, which reports more than $700 billion in assets under management.

Truthifi changes how you interact with that data. With a Perplexity Eagle Strategies connection using Truthifi, Perplexity can pull your live Eagle Strategies advisory account balances, holdings, and transaction data — and then combine them with real-time web research and citations. Truthifi normalizes your data on connection, fills aggregator gaps from the BAA feed, and stitches multi-account history into one clean timeline. The MCP connector is read-only, never stores your Eagle Strategies portal credentials, and cannot move money, place trades, or alter 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 research-heavy questions Perplexity handles especially well on fee-based advisory accounts.

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

• Perplexity Pro plan ($20/mo) — required for MCP connector support

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

• Free Truthifi account at truthifi.com

• About 5 minutes for first-time setup

• Comparing options? See /connect/chatgpt-eagle-strategies

3. How to Connect Perplexity to Your Eagle Strategies Account

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

1. Open Settings in Perplexity. Go to perplexity.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. Perplexity 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 Perplexity.

4. Use the Truthifi tool in research mode. In a new query, select Truthifi from the connectors menu. Perplexity will use your live Eagle Strategies data as part of its research answer, alongside cited web sources.

5. Verify the connection. Ask: "Using my actual Eagle Strategies account balances, compare my advisory fee percentage to typical fee ranges for RIA and advisory platforms today." If Perplexity responds with your real figures plus cited sources, you're live.

[Connect Perplexity to Eagle Strategies →]

Your Eagle Strategies account is now linked to Perplexity for research-grade, citation-backed advisory account analysis.

4. Example Prompts for Perplexity

• Advisory Fee Benchmark with Citations — "Using my actual Eagle Strategies advisory fee rates across my accounts, research current fee benchmarks for fee-based RIA platforms and independent advisory networks. Tell me whether my fees are in line with the market and cite the sources you used."

• New York Life Enterprise Research — "Pull my Eagle Strategies account summary. Then research New York Life's current financial ratings, enterprise AUM, and any recent news about Eagle Strategies or NYLIFE Securities in 2026. Tell me if anything is worth a conversation with my advisor. Cite the sources."

• IRA Strategy Research — "Pull my Eagle Strategies Traditional and Roth IRA balances. Research the 2026 IRA contribution limits, income thresholds for Roth eligibility, and backdoor Roth strategies. Tell me which path optimizes my situation and cite the IRS guidance and relevant financial planning sources."

• Annuity Rate Comparison — "Using any annuity products visible in my Eagle Strategies accounts, research current fixed annuity and multi-year guaranteed annuity rates from competing carriers. Tell me whether my annuity's crediting rate is competitive, and cite the rate sources."

• Fee-Based vs. Commission Advisor Research — "Using my Eagle Strategies advisory fee structure, research the current regulatory and academic consensus on fee-based vs. commission-based advisory models. Tell me what the research says about value delivered and cite the sources."

• Managed Account Platform Comparison — "Pull my Eagle Strategies account totals. Research how New York Life Eagle Strategies compares to other RIA platforms and managed-account providers in terms of fees, investment options, and oversight. Give me a grounded comparison with citations."

• Tax-Deferred Growth Research — "Using my Eagle Strategies IRA and brokerage account balances, research current capital gains tax rates and projections for 2026-2027. Model the after-tax outcome of growing assets in my IRA versus my taxable brokerage and cite the tax sources you use."

• Retirement Planning Rules Research — "Using my Eagle Strategies IRA balances and any available transaction data, research current RMD rules, IRA-to-Roth conversion limits, and relevant IRS guidance for 2026. Tell me what I need to know for my planning conversation with my New York Life professional. Cite the regulatory sources."

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. Perplexity receives only scoped data tokens, never your Eagle Strategies credentials. You maintain complete control and can revoke access anytime from your portal 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 Perplexity can access — you can share a managed account, hide an IRA, or exclude an annuity. Data is not sold to third parties, and connecting Perplexity does not grant access to any other AI you have connected through Truthifi.

5.3. Audit Trail

Every MCP data request is logged for Perplexity transparency. When Perplexity accesses your Eagle Strategies data, the timestamp and specific data retrieved is recorded automatically. You maintain full visibility into which account details were accessed during each research query, with logs viewable 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 — so Perplexity works with clean data alongside its cited web research.

6. About Perplexity

Perplexity is an AI search and research assistant that answers questions with cited web sources in real time. The Perplexity Pro plan ($20/mo) unlocks MCP connector support, which is what the Truthifi integration uses.

For Eagle Strategies specifically, Perplexity is most useful when you want your private account data combined with current research — advisory fee benchmarks, annuity rate comparisons, IRA regulatory guidance, or New York Life enterprise news. Perplexity cites every source, so you can verify the regulatory and market context it brings alongside your live Eagle Strategies data. This is especially useful when preparing for an advisory planning meeting or evaluating whether your managed account's fees and performance are competitive.

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. Perplexity receives only a scoped, read-only data token — it cannot move money, place trades, 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 Perplexity through a read-only MCP connector. Perplexity can combine your live data with cited web research on fees, regulations, and market context. It cannot move money, place trades, or change anything on the Eagle Strategies side.

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

Yes. MCP connector support requires a Perplexity Pro plan at $20/mo or higher. Free Perplexity accounts cannot add custom connectors.

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 via Truthifi, used during the active Perplexity research session, and not retained in Perplexity memory between sessions. Truthifi caches a normalized history under your account, but you can clear it from your dashboard at any time.

How do I disconnect Perplexity from Truthifi?

Open Perplexity Settings → Connectors → find Truthifi → Remove. You can also remove the institution from your Truthifi dashboard. Disconnecting Perplexity 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.

Can Perplexity cite sources when analyzing my Eagle Strategies data?

Yes. Perplexity cites every web source it uses alongside your live Eagle Strategies account data. You can see exactly which regulatory guidance, fee benchmarks, or annuity rate sources informed each answer — and follow the citations directly.

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

Yes. Each AI connection using Truthifi is independent. Connecting Perplexity does not expose your Eagle Strategies data to Claude, and vice versa. 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 a statement view, one account at a time. The Perplexity + Truthifi connection gives you the same data combined with current web research — fee benchmarks, annuity rate comparisons, IRS guidance — all cited and surfaced in a single answer.

Can Perplexity place trades or change my managed account settings?

No. The connection is strictly read-only. Perplexity can research and explain — but all transactions flow through your New York Life financial professional.

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 Perplexity during an active session where you have Truthifi enabled. Truthifi does not sell data, does not earn commissions on Eagle Strategies products, and does not share your data with advertisers.

Subject to Perplexity privacy policy.

9. MCP Integration Paths

MCP (Model Context Protocol) is the open standard that lets AI agents like Perplexity talk to external data sources through a structured, read-only interface. When you connect Perplexity to Eagle Strategies using Truthifi, you are using an MCP connector — infrastructure that translates Perplexity's research queries 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 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.

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

• ChatGPT + Eagle Strategies guide

• Claude + Eagle Strategies guide

• Grok + Eagle Strategies guide

• 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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