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Connect Merrill Edge to Claude

Ask Claude about your real
Merrill Edge accounts — read-only.

Ask Claude about your real Merrill investment accounts and holdings — read-only. Ledgerwire connects Merrill Edge 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 Merrill Edge 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 Merrill Edge through its own secure sign-in window. Your credentials go to Merrill Edge, never to us.
  3. 3 · Ask
    Ask Claude anything about your Merrill Edge accounts. Answers are fetched on demand and discarded.

What you can ask

“…”
“What are my Merrill holdings worth right now?”
“…”
“What positions do I hold at Merrill?”
“…”
“How is my Merrill portfolio allocated?”

What Claude can see from Merrill Edge

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