---
title: "Auditing AI Chrome extensions on banking, brokerage, and accounting portals."
description: "Should you allow AI browser extensions on banking, brokerage, Stripe, or accounting dashboards? Learn how to use Chrome site-access controls, separate profiles, and Minimal context safely."
canonical_url: "https://vezz.me/permissions/banking-and-financial-sites/"
type: "pseo-permissions"
category: "permissions"
topic: "High-Security Surface Audit"
intent: "Best for finance teams, investors, and security-conscious users who read financial portals, SEC filings, and tax docs in Chrome."
---

# Auditing AI Chrome extensions on banking, brokerage, and accounting portals.

Should you allow AI browser extensions on banking, brokerage, Stripe, or accounting dashboards? Learn how to use Chrome site-access controls, separate profiles, and Minimal context safely.

> **Best fit:** Best for finance teams, investors, and security-conscious users who read financial portals, SEC filings, and tax docs in Chrome.

## Technical Permission Audit

- **Manifest Key:** `Runtime Site Access + Minimal Context Mode`
- **Chrome Install Warning:** Configure in chrome://extensions -> Site access
- **Risk Level:** Higher

```json
// Recommended Chrome security configuration for financial workflows:
// 1. Set Vezz me Page Context Level -> "Minimal" (sends ONLY highlighted text)
// 2. Keep online banking / wire portals in a clean Chrome profile or blocklist
```

### Legitimate Uses
- Highlighting a public tax rule, SEC 10-K footnote, or brokerage margin definition to get a plain-English explanation
- Understanding complex fee schedules or financial ratios on public research portals

### Red Flags to Watch For
- Extensions that inject DOM scripts into login forms or automatically scrape account balance tables on page load
- Extensions that send the full page DOM (including account numbers in the header) when you only highlighted a generic term

**How Vezz me handles this:** Vezz me never activates on page load. Furthermore, setting Vezz me's Page Context Level to 'Minimal' ensures ONLY the exact words you highlighted are sent—never surrounding account numbers, balances, or headers on the page.

## Step-by-step workflow

1. **Use Minimal context when highlighting on financial dashboards**: In Minimal context mode, Vezz me sends strictly your highlighted phrase and your question—excluding page URLs, titles, and adjacent balance tables.
2. **Keep transactional banking in a zero-extension profile**: For wire transfers, corporate treasury, and password vaults, use a dedicated Chrome profile with zero third-party extensions installed.
3. **Use Detailed context freely on public SEC filings and research**: When reading public 10-Ks on `sec.gov`, Yahoo Finance, or central bank releases, enable Detailed context for deeper financial analysis.

## How to read financial terms safely without exposing account data

Often you are looking at a brokerage, tax, or accounting portal and want to understand a rule like 'Wash-Sale Disallowance' or 'Section 174 R&D Amortization' mentioned on the screen.

- Switch Vezz me to `Minimal` context in the extension popup
- Highlight ONLY the rule text or term (never your account number or SSN) and press `Ctrl+Shift+X`
- Vezz me explains the rule on screen while your personal numbers on the rest of the page never leave your browser

## Frequently asked questions

### What does Vezz me's 'Minimal' context setting exclude?

Minimal mode excludes surrounding paragraphs, article extraction, and page headings—sending only the exact text string you highlighted and your prompt.

## Related guides

- [Google Sheets & overlapping report permissions](https://vezz.me/permissions/google-sheets-and-reports/): How context boundaries work when two reports sit on the same sheet.
- [Analyze SEC 10-K filings & earnings](https://vezz.me/use-cases/analyze-sec-10k-filings-and-earnings/): Workflow guide for public equity and financial research.