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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.

Connect J.P. Morgan Self-Directed to ClaudeRead-only. Free to start, no card needed.

Ledgerwire connects US banks, brokerages, and card issuers through the Finicity network. Outside the US, Connect will not find your bank.

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.

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 each answer states when your bank last reported. 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.

Related

How Ledgerwire compares: Era · BankSync · Truthifi · Monarch Money · ChatGPT Finances · BankBridge · OpenBudget

Step-by-step guide: how to connect your bank to Claude →

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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