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Month: May 2026

A Money Coach at the Kitchen Table: ChatGPT Connects to Your Bank — Now What?

October 15, 2026May 26, 2026 by Marius A. Holzer, CFA, CAIA, CIPM
Personal Finance with ChatGPT

ChatGPT can now read your bank, card and brokerage accounts and act as your money coach. It is impressive, convenient, and not a fiduciary. What changed, and what to check before you click “connect.”

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