Updated weekly · last sweep Nov 8, 2026 · next Sunday, Nov 15, 2026
As of November 10, 2026, 6 banks and fintechs have partnered with Anthropic Claude. Partnered with Charles Schwab, Brex, Robinhood, Wealthsimple, Revolut and Coop Bank.
Each of the 6 relations below carries a verbatim quote, the date of the earliest public evidence and its source: 10 distinct sources, 4 of them a bank's or a vendor's own statement and the rest press reports of a statement or a decision.
Separately, 15 banks and fintechs block or restrict third-party AI agents in statements that cover outside agents in general; those rows are on the third-party AI agents page. Third-party AI agents →
THE AGENTBrowser extension that acts inside the user's own Chrome with their existing logged-in sessions, clicking, filling forms and completing tasks; during the 2025 pilot Anthropic blocked it from financial-services sites by default, and it uses a safety classifier and per-site permissions. launch source: Anthropic ↗
What has each bank said about Anthropic Claude?
| Bank | Relation | Since | Quote and detail | Source | Last checked |
|---|---|---|---|---|---|
| Charles Schwab | Partnered | Sep 14, 2026 | “RIAs will access Schwab Advisor Center® (SAC.com) from Claude through an authenticated connection, bringing together the tools they use to better serve their clients.”Schwab Advisor Services is the first (and so far only) RIA custodian integrated into Anthropic's Claude for Financial Advisors: RIAs reach Schwab Advisor Center from Claude via an authenticated MCP connector; Schwab limits the connection to read-only access; aimed at the 16,000+ independent RIAs Schwab custodies (not retail clients). · scope: account data | Charles Schwab (Business Wire) ↗Sep 14, 2026 · primaryInvestmentNews ↗InvestmentNews ↗ | 2026-10-31 |
| Brex | Partnered | Mar 23, 2026 | “The Brex connector for Claude brings the same AI-native financial intelligence behind Brex's expense automation directly into your workspace with conversational access to your expenses, limits, cards, and policies.”Official Brex connector for Claude: conversational access to expenses, limits, cards, policies, bills, accounting records (business customers). · scope: account data | Brex ↗Mar 23, 2026 · primary | 2026-10-31 |
| Robinhood | Partnered | May 27, 2026 | “Robinhood has launched Agentic Trading, a new beta feature that lets AI agents from ChatGPT, Claude, and other platforms analyze portfolios and execute trades through dedicated brokerage accounts.”Claude (and Claude Code) connect to Robinhood's dedicated agentic trading account through Robinhood's official MCP server; Robinhood Agents also offer Anthropic models. · scope: transactions, account data | Blockster ↗May 27, 2026Fortune ↗ | 2026-10-31 |
| Wealthsimple · not profiled | Partnered | Nov 5, 2026 | “Soon, clients will be able to securely connect their Wealthsimple accounts to ChatGPT or Claude, and determine the level of access granted to them. Each connection will require client approval during setup, and critical actions will receive an extra check, keeping clients firmly in control. (available early 2027)”Announced, not live: connections open in early 2027. At its 5 Nov 2026 product event Wealthsimple said clients will be able to connect their accounts to Claude (and ChatGPT) through a connection it provides; the client approves each connection at setup and chooses the level of access, and critical actions get an extra check. The Globe and Mail reports Claude and ChatGPT are the only third-party agents Wealthsimple has approved; others are still being assessed (see the any-third-party-agent row). · scope: account data | Wealthsimple ↗Nov 5, 2026 · primaryThe Globe and Mail ↗ | 2026-11-10 |
| Revolut | Partnered | Jun 26, 2026 | “Supported assistants include Claude, Gemini, OpenClaw, and Cursor, with users on other platforms able to link accounts through a universal skill or a command-line interface published on GitHub, according to the company.”Revolut X (standalone crypto exchange, UK/EEA) officially connects to third-party AI assistants incl. Claude via API/MCP-style connector: portfolio analysis, alerts, placing market/limit orders; user must review and approve every order; Revolut disclaims liability and does not endorse the third-party tools. Revolut blog post 26 Jun 2026; assistants named by The Block 10 Jul 2026. · scope: payments | The Block ↗Jul 10, 2026Revolut ↗ | 2026-10-31 |
| Coop Bank · not profiled | Partnered | Oct 28, 2026 | “Customers can connect their account to ChatGPT or Claude and ask questions about their own investments, such as how much dividend they have received this year, or set a price alert.”MCP connection for investment customers usable from Claude: read-only investment questions and alerts; no trading or money movement. · scope: account data | Kaupr ↗Oct 28, 2026 | 2026-10-31 |
Strictest relation first, then by region and size, as on the tracker's bank table. Since = the earliest public evidence of the relation. A bank absent from the table has made no public statement we could find.
What do these relations mean for a customer?
- Partnered · 6An official integration: the bank is a named issuer or partner in the agent's or programme's launch, or offers a sanctioned connection for it. Scope named in these rows: account data (5), transactions (1), payments (1).
A bank that is not in the table has made no public statement about Anthropic Claude that this tracker could find. That is not the same as allowing it, and it is not the same as blocking it.
The page records statements and reports, each quoted with its source. It does not test what works at a bank, and it is not advice.
Do any banks block Anthropic Claude?
None by name on this record as of November 10, 2026: no row names Anthropic Claude in a block, a restriction or a review. Separately, 15 banks and fintechs block or restrict third-party AI agents in statements that cover outside agents in general. A bank with no row has made no public statement this tracker could find.
Which banks work with Anthropic Claude?
As of November 10, 2026: 6 banks and fintechs have partnered with Anthropic Claude (Charles Schwab, Brex, Robinhood, Wealthsimple, Revolut and Coop Bank). In this tracker "partnered" means: An official integration: the bank is a named issuer or partner in the agent's or programme's launch, or offers a sanctioned connection for it.
Bank by bank: what is on the record?
Does Charles Schwab work with Anthropic Claude?
Charles Schwab has partnered with Anthropic Claude, on the record since September 14, 2026. Charles Schwab (Business Wire) (September 14, 2026): “RIAs will access Schwab Advisor Center® (SAC.com) from Claude through an authenticated connection, bringing together the tools they use to better serve their clients.” Scope named: account data.
Does Brex work with Anthropic Claude?
Brex has partnered with Anthropic Claude, on the record since March 23, 2026. Brex (March 23, 2026): “The Brex connector for Claude brings the same AI-native financial intelligence behind Brex's expense automation directly into your workspace with conversational access to your expenses, limits, cards, and policies.” Scope named: account data.
Does Robinhood work with Anthropic Claude?
Robinhood has partnered with Anthropic Claude, on the record since May 27, 2026. Blockster (May 27, 2026): “Robinhood has launched Agentic Trading, a new beta feature that lets AI agents from ChatGPT, Claude, and other platforms analyze portfolios and execute trades through dedicated brokerage accounts.” Scope named: transactions, account data.
Does Wealthsimple work with Anthropic Claude?
Wealthsimple has partnered with Anthropic Claude, on the record since November 5, 2026. Wealthsimple (November 5, 2026): “Soon, clients will be able to securely connect their Wealthsimple accounts to ChatGPT or Claude, and determine the level of access granted to them. Each connection will require client approval during setup, and critical actions will receive an extra check, keeping clients firmly in control. (available early 2027)”. Scope named: account data.
Does Revolut work with Anthropic Claude?
Revolut has partnered with Anthropic Claude, on the record since June 26, 2026. The Block (July 10, 2026): “Supported assistants include Claude, Gemini, OpenClaw, and Cursor, with users on other platforms able to link accounts through a universal skill or a command-line interface published on GitHub, according to the company.” Scope named: payments.
Does Coop Bank work with Anthropic Claude?
Coop Bank has partnered with Anthropic Claude, on the record since October 28, 2026. Kaupr (October 28, 2026): “Customers can connect their account to ChatGPT or Claude and ask questions about their own investments, such as how much dividend they have received this year, or set a price alert.” Scope named: account data.
How current is this list, and where does it come from?
The 6 rows were last compared with their sources on November 10, 2026; each row shows its own check date. They come from public statements only: bank newsrooms, terms and FAQs, executives on the record, vendor launch releases and reputable reporting. A weekly sweep searches the news for every agent and bank pair and proposes new rows for review; it last ran on November 8, 2026.
How is this page built?
Unit: one relation between Anthropic Claude and one bank or fintech, with the date of the earliest public evidence, a verbatim quote of at most two sentences and its source. One active row per bank: when a position changes, the newer row replaces the older one, which stays in the dataset.
This page exists because Anthropic Claude has 6 active relations; an agent gets a page from 4. Checked November 10, 2026: the latest day one of these rows was compared with its source. The weekly news sweep last ran on November 8, 2026; the next is due November 15, 2026.
The counts of banks include 2 institutions this site does not profile, marked "not profiled" in the table; fintechs are counted as fintechs.
Full method and caveats: the agent access tracker. Data: /agentic-banking/agent-access/data.json (JSON, CC BY 4.0) · Markdown version. An agent gets a page from 4 active relations.
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