By Scott Blandford, Founder & CEO, Truthifi · 25 years in financial services including TIAA, Fidelity, and Merrill Lynch · More articles by Scott · April 2026

Perplexity added custom remote MCP connector support in March 2026. That means the same Truthifi connection that gives Claude access to your real Fidelity 401k, Vanguard IRA, and Schwab brokerage account now works inside Perplexity, with the same five-minute OAuth setup and the same read-only, audit-logged architecture.

Here's what that unlocks: you open Perplexity, ask about your real portfolio, and get an answer grounded in today's holdings. Not general market information, not a hypothetical, not a month-old statement you uploaded. Your real numbers, live, inside the AI you're already using for research.

Perplexity Pro and Max subscribers can connect their Perplexity financial accounts to live brokerage data using Truthifi as the secure data layer. This guide covers the setup, the cost, and how it sits alongside Perplexity's own native Finance feature.

Before the setup — one thing worth knowing

Perplexity launched its own Portfolio feature in March 2026, which connects brokerage accounts via Plaid and lets you ask questions about your holdings inside Perplexity Finance.

Truthifi does something different. The two work together fine. They're just not the same thing.

Perplexity Finance (native) connects your accounts through Plaid and surfaces your holdings inside the Perplexity Finance tab, integrated with live market data, SEC filings, and earnings information. It works on the free tier and is well-suited for investors who do most of their research inside Perplexity.

Truthifi's MCP connector runs your brokerage data through 400+ semantic decoders before it reaches any AI, achieving 99.7% investment data accuracy (Truthifi internal measurement, Q4 2025). Beyond clean data, Truthifi continuously monitors your accounts against 100+ wellness diagnostics — performance measured against personalised benchmarks, fee analysis, concentration and correlation risk, and advisor performance tracking — so the intelligence your AI reasons from is already enriched, not just raw holdings. One authorization covers Perplexity, Claude, and ChatGPT. Every data request is logged in a per-request audit trail that Perplexity Finance doesn't currently offer.

The full comparison is at Perplexity Finance vs. Truthifi: What's the Difference?

Is it safe to connect Perplexity to your brokerage?

Yes. The short answer is that this connection is safer than most people expect, for a structural reason that goes beyond a terms-of-service promise.

The connection uses OAuth 2.0, the same authorization standard used when you sign in with Google or Apple. Your Fidelity, Vanguard, or Schwab login credentials never pass through Truthifi or Perplexity. Truthifi holds a read-only token scoped at the protocol level, meaning the connection architecturally cannot initiate transactions regardless of what you or Perplexity ask it to do.

All data is encrypted in transit and at rest with AES-256. Every access request is logged. You can revoke the connection at any time from your Truthifi account or directly from your brokerage's authorized apps page.

What you need

You need a paid Truthifi account (Monitoring plan, $79.99/year) and a paid Perplexity subscription (Pro, Max, or Enterprise). Your brokerage accounts must be linked inside Truthifi first. No coding, no developer accounts, no API keys. The entire setup runs through Perplexity's Connectors settings.

• A paid Truthifi account: Monitoring ($79.99/year) or Monitoring Plus+ ($249.99/year). A 30-day free trial is available at truthifi.com/pricing.

• A paid Perplexity subscription: Pro, Max, or Enterprise. Custom remote MCP connectors are not available on Perplexity's free tier as of April 2026.

• Your brokerage accounts linked inside Truthifi: do this first at app.truthifi.com before adding the connector to Perplexity.

• No coding required: the entire setup works through Perplexity's Connectors settings and an OAuth screen.

Once those are in place, the setup takes about five minutes.

Setup: five steps

Step 1 — Open Connectors in Perplexity

Go to perplexity.ai, click your profile icon (bottom left of the screen), then navigate to Settings → Connectors. This is where all your MCP connections are managed.

Step 2 — Add a custom remote connector

Click + Custom connector in the top-right corner. In the modal that opens, select Remote.

Fill in the following:

• Name: Truthifi

• MCP Server URL: https://api.truthifi.com/mcp

• Description: Live portfolio data — Fidelity, Vanguard, Schwab, 18,000+ institutions

• Authentication: OAuth 2.0

• Transport: Streamable HTTP

Check the acknowledgement box and click Add.

Step 3 — Authorize your accounts

Perplexity will redirect you to Truthifi's OAuth screen. Sign in to your Truthifi account and click Authorize.

Step 4 — Enable the connector

The Truthifi connector appears in your Connectors list. In Perplexity conversations, toggle it on from the Sources selector at the bottom of the chat.

Step 5 — Verify

Send: "What is my current asset allocation across all my connected accounts?"

If Perplexity responds with your actual holdings, you're live.

Supported institutions

Truthifi covers the institutions most individual investors hold accounts with, including:

Fidelity, Vanguard, Charles Schwab (including former TD Ameritrade accounts), Robinhood, E*TRADE, Webull, Merrill Lynch, Morgan Stanley, Coinbase, Kraken, Chase, Bank of America, and 18,000+ more through Plaid, Yodlee, and Morningstar ByAllAccounts. Sign up free at truthifi.com to confirm your institution before subscribing.