Connections
5 institutions · 5 accounts · plaid sandboxNorthline Bank
synced just now
Checking checking ••4021$38,412.57in net worth
Mesa Credit Union
synced just now
High-Yield Savings savings ••7710$142,306.80in net worth
Arc Brokerage
synced just now
Individual brokerage ••0932$1,406,433.96in net worth
Harbor Retirement
login expired — reconnect
401(k) 401k ••5518$722,828.08in net worth
Kite Card
synced just now
Credit card credit card ••3304−$7,650.00in net worth
Sign-in & security
Google account
you@example.com · only sign-in method
Access list
Only approved Google accounts can sign in.
Agent access
Give an AI agent like Muse, Claude or ChatGPT a read-only key to your Apex data. It can read balances, holdings, transactions and plans. It can't move money, place trades or change anything. API reference
Agent permissions
Read balances & holdings
needed for drift and plans
Propose & simulate plans
you review every plan
Outside agents, with your key
read-only · revoke any time above
Place trades
Apex connects read-only · you place trades