Which Brokers Have an AI Assistant? (2026)
Last updated October 2026
Short answer
Most major brokers now have some AI, and in 2026 seven of them launched official AI connectors that let Claude, ChatGPT or other assistants reach your account: Interactive Brokers, Robinhood, Webull, Public, tastytrade, Moomoo and TradeStation. What the AI may do varies. Robinhood, Public and Webull let an agent place orders (Webull with order caps and a read-only mode), while Interactive Brokers' AI drafts orders for you to submit. Robinhood also launched Robinhood Agents inside its app on September 30, 2026. In-app assistants such as Robinhood Cortex and Public Alpha explain and research; Schwab and Fidelity run servicing and research assistants and have no first-party connector we know of. Every one of these works inside its own broker only. Walnut is one connection across many brokers: it reads your real holdings through its built-in assistant, Claude, or ChatGPT, stays read-only by default, and only trades with your approval at the brokers that support it. If all your money is at one broker with its own connector, that connector is a fine choice.
“Which broker has an AI assistant?” sounds simple, but the answer hides a bigger one: what these assistants actually do. In 2026 the answer split in two. Most in-app AI is still a Q&A and education layer, and a fast-growing group of brokers now also offers official connectors that let an outside assistant read the account and, at several of them, trade. This guide walks through the AI at twelve brokers (Robinhood, Schwab, Fidelity, Public, SoFi, Webull, eToro, E*Trade and Morgan Stanley, Interactive Brokers, tastytrade, Moomoo and TradeStation) on the same fields, ranks them by use-case, and covers what to do if your money is spread across brokers. Walnut appears as one of the AI layers you can add on top, not as the winner of every category.
Which brokers have built-in AI assistants?
Nearly all of the large ones now have something, and the biggest change in 2026 was official AI connectors. Interactive Brokers, Robinhood, Webull, Public, tastytrade, Moomoo and TradeStation each launched a first-party connector this year, so Claude, ChatGPT or another assistant can reach an account at that broker directly. Inside the apps, Robinhood (Cortex, and now Robinhood Agents) and Public (Alpha) put a conversational assistant next to your portfolio. The large incumbents, Charles Schwab and Fidelity, offer virtual assistants focused on account servicing and research, and neither has a first-party connector we know of. eToro layers AI-driven insights onto its social and copy-trading model, and Morgan Stanley, which owns E*Trade, has shipped advanced generative AI aimed at its human financial advisors.
The pattern worth noting: every broker's AI, in-app or connector, covers that broker's accounts only. And the connectors differ on the question that matters most, which is whether the AI places an order or drafts one for you to submit.
Robinhood Agents (September 30, 2026)
On September 30, 2026, Robinhood announced Robinhood Agents, AI agents built into the Robinhood app that can analyze markets, build strategies and trade. With them come “Loops”: standing instructions an agent keeps carrying out rather than a one-off request.
Robinhood Agents sit alongside two other Robinhood AI tools: Cortex, the in-app research layer, and the Agentic Trading MCP (May 27, 2026), which lets an outside assistant trade equities, options and crypto on a Robinhood account. All three cover Robinhood accounts only. Through Walnut, Robinhood connects read-only, so its holdings can sit next to your other brokers in one view, but Walnut does not trade there.
What can a broker's AI assistant actually do?
Inside the apps, mostly it explains and informs. Across Robinhood, Schwab, Fidelity, Public, and Webull, the common in-app jobs are the same handful. The 2026 connectors add a fifth: acting on the account.
- Explain what is moving a stock. Plain-English summaries of why a name is up or down, what a company does, and how a metric looks. Public's Alpha and Robinhood's Cortex are built around this.
- Answer account and product questions. Balances, quotes, how a feature works, and how to do a task. Schwab Assistant and Fidelity's virtual assistant lean here.
- Surface and summarize research. Pulling relevant filings, news, and analysis from a deep library so you do not have to dig. Fidelity and Schwab have the depth; Morgan Stanley does this for advisors.
- Generate signals and screens. Flagging setups and filtering for candidates, aimed at active traders. Webull leans into this alongside its charting.
- Act on the account, through a connector. Robinhood, Public and Webull let an agent place orders on their own accounts; Interactive Brokers lets the AI draft orders that you submit.
What they cannot do is just as important. A broker's AI, in-app or connector, cannot see accounts you hold at other brokers, and cannot promise market-beating returns. Hands-off investing exists at these firms, but it lives in separate managed or robo products (Schwab Intelligent Portfolios, Fidelity Go, SoFi automated investing) rather than in the chat box. Treat the assistant as a research and servicing companion.
Broker by broker: who has what
Each broker below is described on the same four fields, so you can scan across them: the AI feature, what it actually does, what it cannot do, and who it suits. Facts are qualitative and point-in-time, because broker AI ships fast and varies by account tier and region.
Robinhood
Robinhood has the broadest AI lineup of any consumer broker. Cortex gives plain-English context on markets and individual stocks inside the app. Its official Agentic Trading MCP (launched May 27, 2026) lets an outside assistant such as Claude or ChatGPT trade equities, options and crypto on a Robinhood account. And on September 30, 2026 it announced Robinhood Agents, in-app agents that can analyze markets, build strategies and trade, plus Loops, standing instructions an agent keeps carrying out.
- The AI feature: Cortex, Robinhood Agents, and an official Agentic Trading MCP.
- What it can do: see above.
- What it cannot do: Every one of these tools covers Robinhood accounts only, so it cannot see money you hold at other brokers. Some Cortex features have been tied to the paid Gold tier. Check the current terms before letting an agent trade.
- Best for: Robinhood users who want AI that can research and, if they choose, trade on their Robinhood account.
Charles Schwab
Schwab offers a conversational Schwab Assistant in its mobile app and on Schwab.com for account servicing and navigation (checking balances, quotes, and account tasks by voice or text), and it has built generative-AI tooling to surface research and answer client questions. The emphasis is help, education, and getting around a deep platform.
- The AI feature: Schwab Assistant and Schwab Knowledge Assistant.
- What it can do: see above.
- What it cannot do: It is not an autonomous trader and not a personalized robo that builds and runs a portfolio for you (Schwab Intelligent Portfolios is a separate managed product). The assistant answers questions and helps you navigate rather than placing discretionary trades.
- Best for: Schwab clients who want fast account servicing and research help inside a large, full-service platform.
Fidelity
Fidelity runs a virtual assistant for customer support and account questions, and has invested heavily in AI internally for research and client tools. Public-facing AI today centers on answering account and product questions and helping you find information across a very deep research library.
- The AI feature: Fidelity virtual assistant and AI research tooling.
- What it can do: see above.
- What it cannot do: Fidelity does not market a flashy consumer-facing AI copilot that picks stocks or trades for you. Its discretionary management lives in separate managed-account products (such as Fidelity Go), not in a chat assistant. The assistant is support-and-navigation focused.
- Best for: Fidelity customers who want support answers and help navigating one of the deepest research libraries in the industry.
Public
Public's Alpha is a built-in AI assistant you can ask natural-language questions about stocks, ETFs, and your holdings: why a stock moved, what a company does, how a metric looks. Beyond the app, Public launched Agentic Brokerage on March 31, 2026, with an official hosted MCP that Claude, ChatGPT and Perplexity can connect to, so an outside assistant can act on a Public account with nothing for you to host.
- The AI feature: Alpha (in-app assistant) and an official hosted MCP.
- What it can do: see above.
- What it cannot do: Both Alpha and the connector are scoped to Public accounts, so neither reads accounts you hold elsewhere. Check Public's documentation for exactly which order types an agent can submit.
- Best for: Public users who want research in the app and Claude, ChatGPT or Perplexity connected to their Public account.
SoFi
SoFi pairs automated investing at 0.25% of account value a year (as of October 2026) (a robo-advisor that builds and manages a diversified portfolio) with in-app guidance and access to human advisors in an all-in-one money app. Its AI-adjacent help focuses on coaching beginners and answering money questions across banking, lending, and investing.
- The AI feature: SoFi automated investing and in-app guidance.
- What it can do: see above.
- What it cannot do: The hands-off portfolio is the automated product holding your money, not a conversational AI that analyzes a self-directed portfolio you actively trade. It is lighter on deep, ticker-level research and on talking through individual holdings.
- Best for: Beginners who want automated investing plus general money guidance in one ecosystem.
Webull
Webull leans into data, charting, and analysis tools popular with active traders, with AI-assisted signals, screeners, and market context on top. From August 2026 it has also offered an official MCP and native connectors for ChatGPT, Claude and Grok, with controls such as order caps and a read-only mode.
- The AI feature: AI-assisted analysis plus an official MCP and native ChatGPT, Claude and Grok connectors.
- What it can do: see above.
- What it cannot do: The connectors cover Webull accounts only, and the in-app AI is a research and signal aid rather than a manager of a long-term portfolio. The platform's depth assumes a more active, self-directed trader.
- Best for: Active traders who want AI signals plus an assistant on their Webull account with order caps or read-only mode.
eToro
eToro is best known for social and copy trading, and layers AI-assisted insights on top: it has rolled out AI-driven market summaries and context, and its thematic Smart Portfolios bundle assets around a theme. The pitch is learning from and mirroring other investors, with AI helping surface ideas and explain what is happening.
- The AI feature: AI-assisted insights and Smart Portfolios.
- What it can do: see above.
- What it cannot do: eToro's AI does not act as an autonomous adviser that builds and runs a bespoke portfolio around your goals, and copy trading means following other traders rather than a chat assistant reasoning over your specific holdings. Its social framing suits some investors and not others.
- Best for: Investors who like social and copy trading and want AI-surfaced insights alongside it.
E*Trade (Morgan Stanley)
E*Trade is owned by Morgan Stanley, which has shipped some of the most advanced generative-AI tooling in the industry through its OpenAI partnership: an AI assistant that helps Morgan Stanley financial advisors retrieve research and an AI Debrief tool that summarizes client meetings. E*Trade itself offers support and account tooling for self-directed investors.
- The AI feature: Morgan Stanley AI (advisor-facing) and E*Trade support tools.
- What it can do: see above.
- What it cannot do: The headline Morgan Stanley AI is built for human financial advisors, not surfaced as a consumer copilot inside the self-directed E*Trade app, and it does not autonomously trade retail accounts. Self-directed E*Trade users get research and support tools rather than that advisor-grade assistant.
- Best for: Investors in the Morgan Stanley ecosystem, especially those working with a human advisor who uses the AI behind the scenes.
Interactive Brokers
Interactive Brokers had certified Claude and ChatGPT connectors by June 8, 2026, and on July 28, 2026 it opened AI connectivity to any tool built on the MCP standard. An assistant can read your IBKR account and draft orders, which land in an "AI Instructions" area for you to review and submit.
- The AI feature: Official AI connector for Claude, ChatGPT and any MCP client.
- What it can do: see above.
- What it cannot do: The AI does not execute on its own: you submit every order. The connector covers IBKR accounts only, and the platform itself is powerful but complex rather than beginner-friendly.
- Best for: Advanced and international investors who want an assistant on their IBKR account while keeping order submission in their own hands.
tastytrade
tastytrade released an official MCP server in September 2026 that you run yourself, connecting an assistant to your tastytrade account.
- The AI feature: Official self-hosted MCP server.
- What it can do: see above.
- What it cannot do: You host and secure the server, and it covers tastytrade accounts only. Check tastytrade's documentation for which actions it exposes.
- Best for: Options traders comfortable running a small server.
Moomoo
Moomoo offers an official hosted MCP, one of the first-party broker connectors launched in 2026, so an assistant can reach a Moomoo account with nothing for you to run.
- The AI feature: Official hosted MCP.
- What it can do: see above.
- What it cannot do: It covers Moomoo accounts only. Check Moomoo's documentation for which actions the connector exposes.
- Best for: Moomoo users who want an assistant on their account without hosting anything.
TradeStation
TradeStation launched an official MCP in January 2026, one of the earliest broker connectors, linking an assistant to a TradeStation account.
- The AI feature: Official MCP.
- What it can do: see above.
- What it cannot do: It needs a $10,000 account balance and a paid Claude or ChatGPT plan, and it covers TradeStation accounts only.
- Best for: Established TradeStation customers who meet the balance requirement.
At a glance
| Broker | AI feature | Best for |
|---|---|---|
| Robinhood | Cortex, Robinhood Agents, and an official Agentic Trading MCP | Robinhood users who want AI that can research and, if they choose, trade on their Robinhood account. |
| Charles Schwab | Schwab Assistant and Schwab Knowledge Assistant | Schwab clients who want fast account servicing and research help inside a large, full-service platform. |
| Walnut (AI layer you add) | One connection across many brokers; chat via Claude, ChatGPT, or built-in AI; trades only with your approval | People with money at several brokers, or at a broker with no AI connector of its own |
| Fidelity | Fidelity virtual assistant and AI research tooling | Fidelity customers who want support answers and help navigating one of the deepest research libraries in the industry. |
| Public | Alpha (in-app assistant) and an official hosted MCP | Public users who want research in the app and Claude, ChatGPT or Perplexity connected to their Public account. |
| SoFi | SoFi automated investing and in-app guidance | Beginners who want automated investing plus general money guidance in one ecosystem. |
| Webull | AI-assisted analysis plus an official MCP and native ChatGPT, Claude and Grok connectors | Active traders who want AI signals plus an assistant on their Webull account with order caps or read-only mode. |
| eToro | AI-assisted insights and Smart Portfolios | Investors who like social and copy trading and want AI-surfaced insights alongside it. |
| E*Trade (Morgan Stanley) | Morgan Stanley AI (advisor-facing) and E*Trade support tools | Investors in the Morgan Stanley ecosystem, especially those working with a human advisor who uses the AI behind the scenes. |
| Interactive Brokers | Official AI connector for Claude, ChatGPT and any MCP client | Advanced and international investors who want an assistant on their IBKR account while keeping order submission in their own hands. |
| tastytrade | Official self-hosted MCP server | Options traders comfortable running a small server. |
| Moomoo | Official hosted MCP | Moomoo users who want an assistant on their account without hosting anything. |
| TradeStation | Official MCP | Established TradeStation customers who meet the balance requirement. |
Ranked by what you want the AI to do
There is no overall number one, because broker AI does different jobs. Below the field is ranked inside each use-case, with the stronger fit first. Note that broker AI is mostly research and servicing, so the rankings are about which assistant fits which need, not about which one trades best for you.
Best built-in AI for plain-English stock research
If you want to ask why a stock moved or what a company does without leaving your trading app, the consumer research assistants lead.
- Public. Alpha is a prominent in-app AI assistant built for natural-language questions about stocks, ETFs, and your holdings.
- Robinhood. Cortex surfaces plain-English context on the names you follow, and Robinhood Agents can now go further and trade.
Best AI help inside a deep, full-service platform
If you want a serving assistant and research help on top of a large, established brokerage, the incumbents fit.
- Charles Schwab. Schwab Assistant handles account servicing and navigation by voice or text across a deep platform.
- Fidelity. A virtual assistant plus one of the deepest research libraries in the industry for finding information.
Best for active traders who want AI-assisted signals
If you trade actively and want signals and screeners next to advanced charts, the trader-grade tools fit.
- Webull. AI-assisted signals and screeners sit alongside detailed charting and indicators built for active traders.
Best official connectors for Claude or ChatGPT
If you want an outside assistant connected to one broker's account, the 2026 first-party connectors fit. Each covers its own broker only.
- Robinhood. The Agentic Trading MCP covers equities, options and crypto on a Robinhood account.
- Interactive Brokers. Certified Claude and ChatGPT connectors, open to any MCP client; the AI drafts orders and you submit them.
- Webull. Native ChatGPT, Claude and Grok connectors with order caps and a read-only mode.
- Public. A hosted MCP for Claude, ChatGPT and Perplexity, with nothing for you to run.
- Moomoo. A hosted MCP, so connecting is closer to adding an app than running software.
Best for builders who want to run their own connector
If you would rather host the connector yourself, or you already meet a broker's requirements, these fit.
- tastytrade. An official self-hosted MCP server, released in September 2026.
- TradeStation. An official MCP since January 2026, for accounts with a $10,000 balance and a paid Claude or ChatGPT plan.
Best for social and copy trading with AI insights
If you want to follow or mirror other investors and have AI surface context alongside, the social platforms fit.
- eToro. AI-driven insights and thematic Smart Portfolios sit on top of eToro's social and copy-trading model.
Best for hands-off investors who want automation, not a chat
If you would rather a portfolio be built and managed for you than ask questions, the automated products fit, even though they are not a research chat.
- SoFi. Automated investing (0.25% of account value a year (as of October 2026)) plus general money guidance in one app, aimed at beginners.
Can I add an AI assistant to my broker?
Yes, and for many people this is the more useful route, because the built-in assistants are tied to one app and mostly stop at explaining. A purpose-built AI layer connects to the broker you already use and lets the AI reason about your real holdings, regardless of whether that broker ships any AI of its own.
- Purpose-built AI layers. Tools like Walnut connect an existing US broker securely, so your login stays with your broker, and let you analyze what you hold by chatting through Claude, ChatGPT, or a built-in assistant. Walnut is also a portfolio-aware Model Context Protocol (MCP) connector: Claude Desktop, ChatGPT, or Cursor can read your real connected portfolio and, where the broker supports it, place trades you approve, using either a hosted connector or a small downloadable local MCP shim. One connection covers many brokers, which is the difference from a broker's own connector. The connection is read-only by default and any trade needs your approval. PortfolioPilot and Mezzi take a similar connected-account approach focused on critique and tax-aware insight.
- Your broker's own connector. Interactive Brokers, Robinhood, Webull, Public, tastytrade, Moomoo and TradeStation now run official connectors, and Alpaca has an official open-source MCP server. If all your money is at one of them, that connector is a fine choice; it covers that broker only.
- General assistants alone. Claude on its own cannot see your holdings. ChatGPT can, for US users who link accounts through its Finances feature, but it cannot make trades, cannot work toward target weights, and may miss holdings at some institutions. Outside the US, or without linking, it sees nothing.
The practical upshot: if your broker has no AI, or your money is spread across several, you do not have to switch brokers. You add a layer on top of the accounts you already have.
How we evaluated these
We limited the list to brokers people actually use in the US and described each broker's AI on the same fields rather than ranking them on a single score. Within that, we weighed four things:
- What the AI does: whether it is a research-and-education assistant, an account-servicing helper, a signal generator, or API access for building your own agent.
- What it cannot do: we were explicit about which AI can place orders, which only drafts them, and which only answers questions, because conflating Q&A with execution is the most common misunderstanding.
- Who it suits: matching each assistant to a real use-case (research, servicing, active trading, building) rather than declaring a universal best.
- Honesty of the framing: we marked down any implication that a chat assistant guarantees better returns, because none can promise that.
We did not crown a single overall winner. The right broker AI depends on what you want it to do, and broker AI ships fast. Features, tiers, and availability change, so treat the specifics here as a starting point and verify on each provider's site.
Where Walnut fits
To be upfront, since this is our site: Walnut is the AI investing assistant that talks to the broker you already have and places the trades you approve. It is not a broker and not a built-in broker assistant; it is an AI layer you add on top of the brokers you already use, one connection across many of them. It connects each brokerage securely, so your login stays with your broker, and lets you analyze what you hold by talking through Claude, ChatGPT, or a built-in assistant, with each holding framed against the S&P 500. That makes it most relevant when your money is at more than one broker, or at a broker such as Schwab or Fidelity with no connector of its own. If everything sits at one broker that has its own connector, that connector is a fine choice. Walnut is read-only by default, every trade needs your approval, and you keep the broker you already use. As a hosted MCP connector for Claude, ChatGPT, and Codex (and any MCP client), you connect it by adding its MCP server URL, https://walnutinvest.com/api/connector/mcp, as a custom connector, then signing in with a free Walnut account and approving read-only access; it never places trades. Full per-client setup lives on the Walnut MCP connector page. Walnut is not an investment adviser.
Best for: people with money at several brokers, or at a broker with no AI connector, who want to keep their existing accounts and reason across all their real positions through Claude or ChatGPT.
Which should you use?
The quickest way to narrow it down is to match the AI to what you want it to do.
- You want plain-English research inside your trading app. Public's Alpha and Robinhood's Cortex are built for asking why a stock moved and what a company does.
- You want Claude or ChatGPT connected to one broker. Use that broker's official connector: Robinhood, Interactive Brokers (drafts only), Webull, Public, Moomoo, tastytrade or TradeStation.
- You want account help and research depth in a full-service platform. Schwab Assistant and Fidelity's virtual assistant serve a large, established brokerage.
- You trade actively and want signals. Webull pairs AI-assisted signals and screeners with advanced charting.
- You like following or copying other investors. eToro layers AI-driven insights and Smart Portfolios onto social and copy trading.
- You want to run your own connector. Alpaca's open-source MCP server and tastytrade's self-hosted server are built for it.
- You want a portfolio run for you rather than a chat. SoFi automated investing, Schwab Intelligent Portfolios, and Fidelity Go are managed products, not assistants.
- Your money is at several brokers, or at one with no connector. A layer like Walnut is one connection across them and lets you analyze it all by chatting through Claude or ChatGPT, with any trade you approve.
The bottom line on broker AI assistants
Most major brokers now have some AI, and 2026 added a real step: seven brokers launched official connectors that let Claude or ChatGPT reach the account, and Robinhood put trading agents inside its app. Robinhood, Public and Webull let an agent place orders; Interactive Brokers keeps the AI to drafts you submit; Schwab and Fidelity stay with servicing and research. Each covers one broker, and none can guarantee returns. If your money is spread across brokers, or sits at one with no connector, you can add a layer like Walnut across all of them, read-only by default and trading only with your approval.
From a connected account you can dig into a specific stock, an ETF you hold, or a theme you want exposure to. For the wider field, see the best brokers for AI trading roundup, or how to connect your brokerage to an AI assistant. If you are on one of the big consumer apps, there are step-by-step walkthroughs for how to connect Robinhood to an AI assistant and how to connect Schwab to an AI assistant.
Get a recommendation for your situation
Walnut is the AI that knows your portfolio: ask anything in plain English, research any fund, and get an honest second opinion. On the broker you already use, read-only, and you approve every trade. Walnut is not a registered investment adviser.
FAQ
Which brokers have a built-in AI assistant in 2026?
Most major brokers now ship some AI, and seven launched official AI connectors in 2026: Interactive Brokers, Robinhood, Webull, Public, tastytrade, Moomoo and TradeStation. Robinhood also has Cortex and, since September 30, 2026, in-app Robinhood Agents. Public has Alpha. Schwab and Fidelity run assistants focused on servicing and research, with no first-party AI connector we know of, and Morgan Stanley (which owns E*Trade) has advisor-facing AI. Each broker's AI covers its own accounts only.
Does Charles Schwab have an AI assistant?
Yes. Schwab offers a conversational Schwab Assistant in its app and on Schwab.com for account tasks, balances, quotes, and navigation, and has built generative-AI tooling to surface research and answer client questions. It is focused on servicing and education, not on placing discretionary trades for you, and Schwab has no first-party connector for Claude or ChatGPT that we know of. Through Walnut, a Schwab account can be connected read-only.
Does Fidelity have an AI copilot?
Fidelity runs a virtual assistant for support and account questions and has invested heavily in AI for research and internal tools. It does not market a consumer-facing copilot that picks stocks or trades for you, and it has no first-party connector for Claude or ChatGPT that we know of. Discretionary management lives in separate managed-account products like Fidelity Go. Through Walnut, a Fidelity account can be connected read-only.
What is Robinhood Cortex, and how is it different from Robinhood Agents?
Cortex is Robinhood's in-app AI layer for plain-English context on markets and individual stocks. Robinhood Agents, announced September 30, 2026, go further: they can analyze markets, build strategies and trade inside the app, and Loops let you set standing instructions. Separately, Robinhood's Agentic Trading MCP (May 27, 2026) lets an outside assistant trade a Robinhood account. All three cover Robinhood accounts only.
What is Public's Alpha AI?
Alpha is Public's built-in AI assistant. You can ask it natural-language questions about stocks, ETFs, and your holdings, such as why a stock moved or what a company does. Separately, Public launched Agentic Brokerage on March 31, 2026, with an official hosted MCP for Claude, ChatGPT and Perplexity, which lets an outside assistant act on a Public account.
Can a broker's AI assistant trade for me automatically?
At some brokers, yes, as of 2026. Robinhood (both its MCP and the in-app Robinhood Agents), Public, Webull and Alpaca let an AI place orders on their own accounts, and Webull adds order caps and a read-only mode. Interactive Brokers stops short: its AI drafts an order and you submit it. Schwab and Fidelity's assistants are for Q&A and servicing, and their hands-off investing lives in separate managed products such as Schwab Intelligent Portfolios and Fidelity Go.
Does E*Trade have an AI assistant?
E*Trade is owned by Morgan Stanley, which has shipped advanced generative AI through an OpenAI partnership, but that assistant is built for Morgan Stanley financial advisors (research retrieval and meeting summaries), not surfaced as a consumer copilot in the self-directed E*Trade app. Through Walnut, an E*Trade account can be read, and Walnut can place trades there with your approval on each one.
Does Webull have AI features?
Yes. Webull has AI-assisted signals, screeners and market context for active traders, and from August 2026 an official MCP plus native connectors for ChatGPT, Claude and Grok, and those connectors come with controls such as order caps and a read-only mode, and they cover Webull accounts only.
Does eToro have AI features?
Yes. eToro is best known for social and copy trading, and it layers AI-driven insights on top, including market context and thematic Smart Portfolios that bundle assets around a theme. The AI helps surface ideas and explain what is happening rather than acting as an autonomous adviser that builds and runs a bespoke portfolio around your goals. Copy trading means following other traders, not a chat assistant reasoning over your specific holdings.
Does Interactive Brokers have an AI assistant?
Yes, through an official connector. IBKR had certified Claude and ChatGPT connectors by June 8, 2026, and opened AI connectivity to any MCP client on July 28, 2026. The AI can draft orders, which land in an "AI Instructions" area for you to submit; it does not execute on its own. It covers IBKR accounts only.
What can a broker's AI assistant actually do today?
It depends more than it did a year ago. Most in-app assistants still explain and inform: what is moving a stock, account and product questions, research. The 2026 broker connectors go further and let Claude or ChatGPT read the account, and at several brokers place orders. What none of them can do is see accounts you hold at other brokers, and none can promise market-beating returns.
What if my broker has no AI assistant, or I use more than one broker?
You can add a layer across them. Walnut is one connection across many brokers: your login stays with each broker, the connection is read-only by default, and you analyze your combined holdings by chatting through Claude, ChatGPT or Walnut's built-in assistant. It places trades only with your approval, at E*Trade, moomoo, Public, Questrade, Stake Australia, tastytrade, Trading212, Wealthsimple, Webull Canada and Webull US. If all your money is at one broker with its own connector, that connector is a fine choice.
Can I connect ChatGPT or Claude to my brokerage?
Yes, in several ways. Seven brokers now run official connectors for their own accounts, including IBKR, Robinhood, Webull and Public, each for its own accounts. In the US, ChatGPT's Finances feature can also link accounts through Plaid and show balances and holdings, though it cannot make trades, holdings may be missing at some institutions, and it is US-only. Walnut works in Claude and ChatGPT across many brokers at once, read-only by default, and places trades you approve at the brokers that support it. Walnut is not an investment adviser.
Walnut is informational and is not an investment adviser. Broker AI features, account tiers, pricing, and availability change frequently; verify current details on each provider's site before deciding. Nothing on this page is a recommendation to buy, sell, or hold any security or to use any particular product.
Connect your broker to an AI assistant
Step-by-step guides for each major broker, plus the general setup guides for ChatGPT and Claude, which brokers have an AI assistant built in, and Walnut's MCP connector.
ETFs and stocks in this guide
Stocks: IBKR