Connect accounts
Our starting point is the accounts you already use, with a common view of balances and activity across supported institutions.
Account infrastructure · In development
Accounts
We’re building account access for the agents you use. Connect existing bank and brokerage accounts, then decide what each agent can do.
Agent instructionsExample accountsUSD
$24,850.00
- Checking2 accounts
- $14,413.00
- Savings2 accounts
- $8,449.00
- Brokerage1 account
- $1,988.00
AccessSet by the account owner
01 / Access
Agent access
Assign permissions
The planned controls separate viewing account information from requesting a transfer, making a payment, or submitting an order.
Review activity
See which agent requested an action, which rules applied, and whether the action needed your approval.
Product direction
Account roadmap
We plan to add checking and savings services through banking partners, alongside broader brokerage connectivity.