Claude adds Personal Finance beta for US Pro, Max and Ultra plans

Personal Finance is a beta that lets users link bank, credit card, loan, and investment accounts to Claude to see balances and spending on one page and ask questions about their money. It is available on Pro, Max, and Ultra plans in the US only.

Who is affected:

US subscribers on Pro, Max and Ultra plans can now link financial accounts to Claude.

Suggested next step:

Check Settings if you want to try the beta, and review what account data you are comfortable sharing.