How Do You Connect Claude to a Bank Account?
Connecting Claude to a bank account, singular, is really two steps: add Ledgerwire as a connector once, then choose which of your bank’s accounts it can see. Most banks bundle checking, savings, and cards under one login, and you get to pick the subset. Here’s how that selection actually works, and what to do if you want more (or fewer) accounts later.
How do I pick which account Claude can see?
You choose accounts on your bank’s own consent screen during linking, not inside Claude or Ledgerwire. After you sign in to your bank through Ledgerwire’s secure flow, most banks show a checklist of every account under that login and let you toggle which ones to share.
If your bank doesn’t offer a per-account checklist, it shares everything under that login instead. There’s no Ledgerwire-side filter to selectively hide an account your bank already granted; the control lives with the bank at consent time.
Can I connect accounts from more than one bank?
Yes. Each bank link is independent, so you can connect your primary bank, a separate savings account elsewhere, and a business account, one linking flow per institution. Claude sees all of them once connected, and can group or compare across accounts when you ask.
There is one limit worth stating plainly: the free tier covers a single linked institution, so a second bank means moving to the paid plan. Past that, link as many as you like — each gets its own encrypted access token, and disconnecting one never touches the others.
What if I only want to add one more account later?
Go back into your Ledgerwire dashboard and link the additional account the same way you linked the first, through that bank’s own sign-in. You don’t repeat the Claude connector setup; that authorization already stands. Adding a second checking account or a new card is just another bank link.
If the new account is at a bank you’ve already connected, some banks let you re-consent and add it from the same login without a fresh password entry.
Does Claude know which account is which?
Yes, by the name and last-four digits your bank reports, plus any nickname you’ve set on the bank’s own side. Claude reads “Chase Checking…4821” or similar, exactly as the bank labels it. Ledgerwire doesn’t rename or recategorize accounts on its own.
If your bank reports a generic label like “Account 1,” that’s what shows up. There’s no cleanup step on our end for that.
How do I disconnect one bank without removing the others?
Open your Ledgerwire dashboard and hit Remove on that bank; its access token is revoked immediately and every other bank you’ve linked stays untouched. You don’t have to remove the Claude connector itself to drop a bank — that authorization is separate and keeps standing.
Be aware of the granularity here, because it’s the honest limit of this whole page: removal works per bank login, not per account. If your Chase connection covers checking, savings, and a card, removing it drops all three together — there’s no way to keep the checking account and drop the savings one. To narrow what Claude sees within a single bank, reconnect and share fewer accounts at your bank’s consent screen instead.
Claude simply stops being able to answer about that bank going forward. There’s no partial history left behind, since Ledgerwire never stored transaction history in the first place, only the token you just revoked.
What are the honest limits?
Which accounts you can selectively share depends on your bank’s consent screen, not on Ledgerwire; some banks share all-or-nothing per login. And once shared, narrowing the set means reconnecting — removal is per bank login, not per account. Data also lags a few days behind what posts at your bank, and coverage of fields like categories or holdings varies by institution. When a bank doesn’t report a field, Ledgerwire returns it as not reported, never as a zero.
The whole connection runs through an aggregator (Quiltt, routing to Finicity), so if your specific bank isn’t supported there, it isn’t reachable through Ledgerwire yet.
FAQ
Do I need a separate Claude connector for each bank? No. One Ledgerwire connector in Claude covers every bank account you link afterward.
Can Claude move money between the accounts it sees? No. The connection is strictly read-only; there’s no transfer or bill-pay capability in the code for Claude to use, across one account or many.
Will Claude mix up accounts with similar names? It reads the identifiers your bank reports, including the last four digits, so two “Checking” accounts at different banks stay distinguishable.
Does adding more accounts cost extra? No — the paid plan is a flat $8.99/month no matter how many accounts or banks you link. The free tier covers one linked institution, so a second bank is the point where you’d upgrade.
What if I revoke access from my bank’s side instead of Ledgerwire’s? Either works. Revoking from your bank also invalidates the token, and Ledgerwire shows that connection as disconnected the next time it’s queried.
Ready to try it? Connect your bank to Claude — start free, no card required.