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

2 dispatches

Dispatches on agent permissions for AI agents in financial services.

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Dispatches on this topic

  1. Pontera offers to scope the agents that reach your 401(k). The scope should be a format anyone can read, not a gate.

    Fidelity shut out Pontera's shared passwords because a login says nothing about intent. Pontera now pitches itself as the trust layer for AI agents. The useful part is the permission scope, and it only helps the ecosystem if it travels with the agent.

  2. Schwab's Charley publishes the list of account changes it may make. Beneficiaries sit on the same list as watchlists.

    Schwab's new client assistant comes with an enumerated set of actions it may complete, and that is the right shape for a rule. But the list is flat. Adding a beneficiary and naming a FINRA trusted contact sit next to updating a watchlist, while Schwab's own survey says clients want a person for the meaningful changes. State the tier, then follow it.