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Financial platforms such as Bank of America, JPMorgan Chase, and Charles Schwab block AI agents like Muse.

Source: www.ithome.com
According to IT Home, Charles Schwab CEO Rick Wurster stated that the company intercepts multiple AI agents weekly and regularly receives related reports. Charles Schwab has not fully blocked external AI agents; external models can still query account balances and research materials via a dedicated MCP server, but cannot execute operations such as fund transfers. Wurster noted that the main reason is that liability attribution for third-party agents remains unclear.

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