Banks and Brokerages
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Banks and Brokerages
503 institutions supported via Plaid. Connect bank accounts for spending and cash flow, or brokerages for investment tracking.
Showing 60 of 500 matching institutions.
Plaid-Secured Connection
Tokenized, read-only access. Clarity sees transactions and balances but never moves money.
Automatic Transaction Sync
Up to 730 days 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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Hawaii State Federal Credit Union
Hawaii State Federal Credit Union spending tracker
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Heartland Bank and Trust Company
Heartland Bank and Trust Company spending tracker
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Heritage Bank - Personal
Heritage Bank - Personal spending tracker
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Heritage Federal Credit Union
Heritage Federal Credit Union spending tracker
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Heritage South Community Credit Union
Heritage South Community Credit Union spending tracker
Frequently Asked Questions
How does Clarity connect to banks and brokerages?
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.
Is my bank data safe with Clarity?
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.
How far back does transaction history go?
Plaid provides up to 730 days (2 years) of transaction history where supported by your institution. Most major banks provide at least 12 months.
What if my bank isn't listed?
Plaid supports over 503 US financial institutions. If yours isn't listed, you can manually add accounts and transactions in Clarity.
See all your accounts in one dashboard
Connect banks, brokerages, crypto exchanges, and wallets. Clarity provides a complete financial picture with spending analysis, investment tracking, and net worth reporting.