Checks
A named connector is not a finished link
A launch post can name nine firms. A name on the post is not proof the connection works.
Anthropic's blog on September 14, 2026 announced a product for financial advisors and named connectors: Charles Schwab, BlackRock, Addepar, Envestnet, iCapital, Orion, Wealthbox, Wealth.com, and Zocks.
This guide is the check you write before anyone calls that list an integration. We did not connect an account to any of those firms.
Turn the list into a table with empty result cells
One row per name. Columns: firm, what the blog says, account tested, result. For this source, the middle column is Named as a connector on September 14, 2026. The last two columns are Not tested.
Nine filled name cells and nine empty result cells is a truthful table. A paragraph that says it connects to Schwab and BlackRock overclaims the blog.
Write the pass condition before the demo
A pass is a specific account action: a holding appears, a file exports, a client record matches. Write that sentence before you watch a demo. If you cannot name the action, you cannot check the row.
A logo on a slide does not fill the result cell. Neither does a sentence that says including.
Leave the untested rows visible
Do not delete a firm because you have not tried it. The gap is the point of the table. A reader should see Zocks in the same state as the first name until someone records a result.
When a result exists, add the date and the account type. Do not backfill a success onto the rows you skipped.
Sources: Anthropic blog, September 14, 2026