Claude connection guides
Step-by-step guides to connect Claude to every financial institution, A to Z.
A
Acorns
Adp
Advanta IRA
Affinity Federal
Affirm Card
Aidvantage
Albridge
Alerus
Alex Brown
Alight
Alliancebernstein
Alliant Cu
Allianz Life
Ally Bank
Ally Invest
Altruist
Amazon Credit Card
America First Credit Union
American Airlines Cu
American Century
American Express
American Funds
Ameriprise Financial
Ameritas
Angellist
Apex Clearing
Arvest Bank
Ascensus
Assetmark
Associated Bank
Athene
Avantax
Axos Advisor Services
B
B Riley Wealth
Baird
Baird Private Wealth Management
Bank Of America
Bank Of America Private Bank
Bank Of Hawaii
Barclaycard
Barclays
Beacon Community Bank
Becu
Benjamin Edwards
Bessemer Trust
Best Buy
Betterment
Bilt Rewards
Binance
Bitwise
Black Diamond
Blackrock
Blueleaf
Bluevine
Bmo Harris Bank
Bmo Wealth Management
Bny Mellon Pershing Investor
Bok Asset Management
Bok Financial
Bread Financial
Bright Start
Brighter Future Advisor Plan
Brown Advisory
C
Cadence Bank
Cal Savers Retirement Program
Calpers
Calstrs
Cambridge Investment
Capital Group
Capital One
Captrust
Carta
Cefcu
Centennial Bank
Cetera Financial Group
Chase
Chime
Cit Bank
CITI
CITI Private Bank
Citibank
Citizens Bank
Citizens Bank Student Loans
Coastal Credit Union
Coinbase
Collegeinvest
Comerica
Commonwealth Investor 360
Computershare
Corebridge Financial
Creative Planning
Credit One Bank
Current
E
F
G
J
M
M1
M1 Finance
Marcus
Mariner Wealth Advisors
Maryland 529
Massmutual
Masterworks
Mercer Advisors
Mercury
Merrick Bank
Merrill
Merrill Edge
Merrill Lynch Wealth Management
Metlife
Mission Lane
Moneylion
Morgan Stanley
Morgan Stanley At Work
Morgan Stanley Wealth Management
Morningstar
Mountain America
Mr Cooper
Mt Bank
Mutual Of America
Mutual Of Omaha
My529
N
O
P
R
S
Saturna
Savings Plus Program
Scholarshare 529
Schoolsfirst
Schwab
Secu
Securian
Securities America
Security Benefit
Sei
Service Credit Union
Shareworks
Social Security
Sofi
Southstate Bank
Space Coast Cu
Stash
State Department Fcu
State Employees Cu Nc
State Street
State Street Global Advisors
Stephens
Stifel
Stifel Nicolaus
Synchrony
Synchrony Bank
Synovus
The Standard