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Thursday, October 22, 2026 AI agents · financial advising Live signal
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Citi

1 dispatch

Dispatches on citi for AI agents in financial services.

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Dispatches on this topic

  1. Four firms now bar outside agents from moving client money. The rule exists only as remarks and statements.

    JPMorgan, Schwab, Citi and Bank of America have converged on one rule for outside AI agents: no logging in as the client, no moving money, reading only through approved channels. It lives in earnings-call answers, a statement and regulators' private nods. Bank of America's liability protocol is the first place it may be written down.