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Connect J.P. Morgan Self-Directed to Claude

Ask Claude about your real
J.P. Morgan Self-Directed accounts — read-only.

Ask Claude about your real J.P. Morgan Self-Directed investing accounts and holdings — read-only. Ledgerwire connects J.P. Morgan Self-Directed 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 J.P. Morgan Self-Directed in three steps

  1. 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. 2 · Sign in
    Sign in to Ledgerwire (free, passwordless magic link), then connect J.P. Morgan Self-Directed through its own secure sign-in window. Your credentials go to J.P. Morgan Self-Directed, never to us.
  3. 3 · Ask
    Ask Claude anything about your J.P. Morgan Self-Directed accounts. Answers are fetched on demand and discarded.

What you can ask

“…”
“What are my J.P. Morgan holdings worth right now?”
“…”
“What positions do I hold in my J.P. Morgan Self-Directed account?”
“…”
“How is my J.P. Morgan portfolio allocated?”

What Claude can see from J.P. Morgan Self-Directed

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 J.P. Morgan’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 J.P. Morgan Self-Directed?
No — Claude has no native J.P. Morgan Self-Directed integration. Ledgerwire is the bridge: a hosted, read-only MCP connector. You add https://ledgerwire.io/mcp to Claude once, connect J.P. Morgan Self-Directed 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 J.P. Morgan Self-Directed 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 J.P. Morgan Self-Directed balances, positions, and history, and nothing else.
Does Ledgerwire store my J.P. Morgan Self-Directed 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 J.P. Morgan Self-Directed login is never seen by Ledgerwire — you sign in through your bank's own secure window.
How do I connect J.P. Morgan Self-Directed to Claude?
In Claude, add the Ledgerwire connector (Settings → Connectors → add https://ledgerwire.io/mcp), sign in to Ledgerwire (free, passwordless), connect J.P. Morgan Self-Directed through its secure sign-in, then ask Claude about your accounts.
What can Claude see from J.P. Morgan Self-Directed?
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 J.P. Morgan’s secure flow; Ledgerwire never sees your credentials.

Connect another bank

See all supported banks & brokerages →

Chase · Bank of America · Wells Fargo · American Express · Citi · Capital One · Fidelity · Charles Schwab · Robinhood · Empower Retirement · Vanguard · E*TRADE · Merrill Edge · Morgan Stanley · SoFi · U.S. Bank · TD Bank · Truist · USAA · Navy Federal Credit Union · Regions Bank · Fifth Third Bank · Huntington · Ally · Discover · Chime · OnePay · M1 Finance · BMO · Citizens Bank · M&T Bank · Comerica · First-Citizens Bank & Trust · HSBC · Barclays · Synchrony · KeyBank · Current