Banks and Brokerages
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25 institutions supported via Plaid. Connect bank accounts for spending and cash flow, or brokerages for investment tracking.
Showing 25 institutions.
Plaid-Secured Connection
Tokenized, read-only access. Clarity sees transactions and balances but never moves money.
Automatic Transaction Sync
Up to two years of transaction history with daily refreshes for new activity.
Spending + Investing View
Bank cash flow and brokerage holdings in one dashboard with net worth tracking.
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Clarity uses Plaid for secure, tokenized connections. You sign in to your institution through Plaid's interface, and Clarity receives read-only access to transactions and balances.
Yes. Plaid uses bank-level encryption and never shares your login credentials with Clarity. Clarity receives tokenized, read-only access to transaction and balance data.
Plaid provides up to two years of transaction history where supported by your institution. Most major banks provide at least 12 months.
Plaid supports over 25 US financial institutions. If yours isn't listed, you can manually add accounts and transactions in Clarity.
Connect banks, brokerages, crypto exchanges, and wallets. Clarity provides a complete financial picture with spending analysis, investment tracking, and net worth reporting.
