Guides: Privacy
AI Tools for Financial Advisors in 2026: Uses and Rules
The AI tools financial advisors use in 2026, what they cost, what FINRA and the SEC require, and what clients can ask.
How to connect your bank to ChatGPT (Plaid), and how to revoke it
How ChatGPT's Finances connects your bank through Plaid, what each company holds, and how to revoke access.
AI finance app privacy: what AI tools see of your bank data
What ChatGPT, Claude, Gemini, Plaid, Monarch and YNAB say they keep, train on and delete when you share bank data.