Connect Charles Schwab to Claude, ChatGPT or Cursor
Yes, Charles Schwab works with BankBridge. You sign in on Charles Schwab’s own site and approve read-only access, and then Claude, ChatGPT or Cursor can answer questions about your brokerage and retirement accounts, plus Schwab checking and savings. Nothing it connects can move money, and you can turn access off from inside Charles Schwab at any time.
How to connect Charles Schwab
- Sign in at bankbridge.money with your email (we send a 6-digit code) and pick a plan: $5 a month or $50 a year per bank.
- Choose Connect a bank, search for Charles Schwab, and sign in on Charles Schwab’s own screen. Pick which accounts to share.
- Add BankBridge to your AI app: one click in Claude, or follow the setup for ChatGPT, Cursor and others.
- Ask something like “How are my Schwab holdings doing, and what dividends did I get this year?”
How Charles Schwab handles the sign-in
Schwab says third parties connect through its API with a token, so you authorize the app to download account data without the app storing your Schwab username and password.
Source: Schwab: secure your account in Schwab MobileSee or turn off access from inside Charles Schwab
In the Schwab Mobile app, tap the Profile icon, then Security Settings, then Third Party Access. You can turn access on or off for each Schwab account, or tap Stop Linking to remove the app.
Source: Schwab: secure your account in Schwab MobileYou can also disconnect Charles Schwab from your BankBridge dashboard, which removes the connection right away.
Good to know about Charles Schwab
Schwab's Security Guarantee doesn't cover losses caused by an app you authorized. BankBridge is read-only and has no way to place trades or move money, so it can only look at holdings and activity.
Source: Schwab Security Guarantee
Questions
Does BankBridge work with Charles Schwab?
Yes. Charles Schwab connects through a sign-in on Charles Schwab's own site, and BankBridge can read your brokerage and retirement accounts, plus Schwab checking and savings.
Does BankBridge or the AI get my Charles Schwab password?
No. You sign in with Charles Schwab directly and approve read-only access. BankBridge receives an access token, never your password, and Claude or ChatGPT only ever sees the answers to the questions you ask.
How do I turn off access from inside Charles Schwab?
In the Schwab Mobile app, tap the Profile icon, then Security Settings, then Third Party Access. You can turn access on or off for each Schwab account, or tap Stop Linking to remove the app. You can also disconnect the bank from your BankBridge dashboard at any time.
Can it move money or make payments?
No. BankBridge is read-only by design. Its tools can list balances, transactions, recurring charges and holdings, but none of them can move money, pay bills or place trades.
Bank details checked against Charles Schwab’s own pages on October 7, 2026. Menus change; if something here is out of date, tell us at hello@greatwork.company.
Ask about your Charles Schwab accounts
Connect Charles Schwab once, then ask Claude, ChatGPT or Cursor about your money in plain English.
- Read-only: your agent can look at transactions but can never move money.
- Nothing stored: every question is answered from a live fetch, then dropped.
- Works in Claude, ChatGPT, Claude Code, Cursor, Codex and other MCP apps. US banks.
- $5 a month per connected bank, or $50 a year. Cancel any time.
Other banks
Chase, Bank of America, Wells Fargo, U.S. Bank, PNC, Fidelity, or check any bank.