NEW · Severity Normal. Anthropic's Personal Finance beta lets eligible US Claude subscribers connect bank, credit-card, loan and investment accounts through Plaid and ask about balances, transactions and spending. Its help documentation confirms access on Pro, Max and Ultra plans with gradual rollout, while Claude cannot transfer or invest funds. What changed: a personal-finance dashboard and read-only financial account integration. Who it affects: eligible US Claude subscribers; not Free, Team or Enterprise. Action: review Plaid permissions, data retention and training settings before linking accounts; verify consequential numbers against bank statements. Deadline: none announced.
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