ledgerwire
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Connect Charles Schwab to Claude

Ask Claude about your real
Charles Schwab accounts — read-only.

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

What you can ask

“…”
“What are my Schwab holdings worth?”
“…”
“What positions do I hold at Schwab?”
“…”
“What's the total balance across my Schwab accounts?”

What Claude can see from Charles Schwab

Investment accounts, holdings/positions, and balances. Holdings come from the Finicity network; a position with no reported value shows as "not reported", never $0. You sign in through Schwab’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 Charles Schwab?
No — Claude has no native Charles Schwab integration. Ledgerwire is the bridge: a hosted, read-only MCP connector. You add https://ledgerwire.io/mcp to Claude once, connect Charles Schwab 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 Charles Schwab 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 Charles Schwab balances, positions, and history, and nothing else.
Does Ledgerwire store my Charles Schwab 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 Charles Schwab login is never seen by Ledgerwire — you sign in through your bank's own secure window.
How do I connect Charles Schwab to Claude?
In Claude, add the Ledgerwire connector (Settings → Connectors → add https://ledgerwire.io/mcp), sign in to Ledgerwire (free, passwordless), connect Charles Schwab through its secure sign-in, then ask Claude about your accounts.
What can Claude see from Charles Schwab?
Investment accounts, holdings/positions, and balances. Holdings come from the Finicity network; a position with no reported value shows as "not reported", never $0. You sign in through Schwab’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 →

Connect another bank

See all supported banks & brokerages →

Chase · Bank of America · Wells Fargo · American Express · Citi · Capital One · Fidelity · Robinhood · Empower Retirement · Vanguard · E*TRADE · Merrill Edge · 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