Connect E*TRADE to Claude

Ask Claude about your real
E*TRADE accounts — read-only.

Ask Claude about your real E*TRADE investment accounts and holdings — read-only. Ledgerwire connects E*TRADE to Claude (or Cursor, Claude Desktop, any MCP client) through your bank's own secure sign-in. It can never move money, and it keeps no copy of your data.

Get started free

Connect E*TRADE in three steps

1 · Add
In Claude, go to Settings → Connectors → Add custom connector. Enter the name Ledgerwire and the MCP URL https://ledgerwire.io/mcp, then authorize.
2 · Sign in
Sign in to Ledgerwire (free, passwordless magic link), then connect E*TRADE through its own secure sign-in window. Your credentials go to E*TRADE, never to us.
3 · Ask
Ask Claude anything about your E*TRADE accounts. Answers are fetched on demand and discarded.

What you can ask

“…”

“What are my E*TRADE holdings worth right now?”

“…”

“What positions do I hold in my E*TRADE account?”

“…”

“How much are my E*TRADE investments up or down?”

What Claude can see from E*TRADE

Investment accounts, holdings/positions, and balances. Holdings come from the Finicity network, so a position with no reported value shows as "not reported" rather than $0 — your portfolio sums stay honest. You sign in through E*TRADE’s secure flow; Ledgerwire never sees your credentials.

Coverage depends on your bank: some institutions report categories, APR, or holdings and some don't. A missing field always comes back as “not reported”, never a fake $0, and bank data lags posting by a few days. See the FAQ for the full coverage story.

Read-only, by architecture

Can't move money

There is no transfer, payment, or account-change tool — the capability doesn't exist in the product.

Scoped, revocable access

claude.ai authorizes with OAuth 2.1; other clients use a scoped token — both read-only and revocable in one click. No long-lived shared key.

Nothing stored

Every read is fetched on demand and discarded; your transactions and balances are never written to our database. More on the Trust Center and security page.

Questions

Does Claude connect directly to E*TRADE?

No — Claude has no native E*TRADE integration. Ledgerwire is the bridge: a hosted, read-only MCP connector. You add https://ledgerwire.io/mcp to Claude once, connect E*TRADE through the bank's own sign-in, and Claude can then read your accounts — nothing more.

Can Claude move money or place trades in my E*TRADE account?

No. Ledgerwire is read-only by architecture — there is no transfer, payment, trading, or account-change tool anywhere in the product. Claude can read your E*TRADE balances, positions, and history, and nothing else.

Does Ledgerwire store my E*TRADE transactions?

No. Every answer is fetched on demand when you ask and then discarded. Your transactions and balances are never written to Ledgerwire's database, and your E*TRADE login is never seen by Ledgerwire — you sign in through your bank's own secure window.

How do I connect E*TRADE to Claude?

In Claude, add the Ledgerwire connector (Settings → Connectors → add https://ledgerwire.io/mcp), sign in to Ledgerwire (free, passwordless), connect E*TRADE through its secure sign-in, then ask Claude about your accounts.

What can Claude see from E*TRADE?