Fidelity
Dispatches on fidelity for AI agents in financial services.
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Dispatches on this topic
- 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.
- Jump pulled account opening into the meeting. The reviewer who worked the queue afterward is not in the room.
On 14 September Jump extended AI-assisted account opening to Schwab Advisor Services and Fidelity: the agent pre-fills the application from CRM, forms and the live conversation, and the advisor and client sign before the meeting ends. Anthropic's eight skills stopped before the regulated act. This one stops one signature short of it. What gets destroyed is not a person but the batch, and with it the second look that used to sit between the meeting and the custodian.