Monex revealed on Wednesday that its group company Monex Securities has integrated its proprietary services with AI platforms including ChatGPT and Claude, allowing customers to access their account information through natural conversation.

The Tokyo-based firm said customers who consent to allowing AI platforms to access their account information will be able to request and obtain relevant information and analyses based on their own account data directly through these platforms. 

Monex Group described the move as a first among major securities firms, launching what it called the “MONEX MCP Server” with ChatGPT plugin support.

The group said it views AI not merely as a means of improving operational efficiency but as a new interface connecting customers with financial services, and is working to integrate the technology across its services. 

It said financial transactions that once required navigating multiple screens and steps are increasingly being folded into everyday conversations with AI.

The development follows a similar move by the group’s US subsidiary. In January, TradeStation Securities enabled connectivity between AI platforms and securities accounts through the Model Context Protocol, providing customers with an interactive trading experience.

Monex Group added that it believes the enhanced convenience will expand customer touchpoints and opportunities to use its services, contributing to increased trading activity and growth of its customer base.