At a Glance

When it comes to personal finances, many individuals have the tendency to think that their money eventually "has a way of working itself out".

To that we say, why leave your finances to chance, when you can leave it to DBS? Here's what you get when you plan with us.

Understand Your Money Better
Consolidate your finances, set goals & plan towards building emergency savings, basic insurance coverage & investing 50% of your networth.

Get Personalised Advice & Solutions
Identify gaps & boost your finances with custom tips and hand-picked investments & insurance to suit your changing needs.

Level up Your Financial Smarts
Get personalised ideas, market updates & insights from our CIO. Expand your financial acumen with articles, events & expert-led seminars.

Plan with DBS Plan with POSB


Find Your Focus

Personal Finance is truly personal. Whether you are a savvy saver, investment guru or retirement dreamer, pick your financial focus and your dashboard will be customised to help you plan towards your goals!


Be Financially Prepared

Here at DBS, we have a saying when it comes to your personal finances: Before you set sail on your financial journey, know what boat you've built for yourself. Be confident that your boat can survive any storm, and keep up to date with the winds of change.

Three tips to be financially prepared:

See your all your finances in one place. Click to Plan with DBS or POSB.

Level Up Your Smarts

Two tips to always be in the know:

Click to get personalised insights and recommendations from DBS or POSB.

Understand Your Money

The key to starting or growing your savings is to first have a well-planned budget. One that tells you how much you can spend each month, and more importantly—how much you can save. Once you’re able to consistently put money aside for your savings, the next step is to know how much to save.

Give your savings a boost! Click to Plan with DBS or POSB.

Think of insurance as a hedge to protect yourself from any potential loss to your finances. Besides, every boat shouldn’t leave the harbour without a lifeboat.

Meet your insurance needs and manage your policies effortlessly. Plan with DBS or POSB.

When it comes to your investments, you should never leave them to self-proclaimed "gurus". Leave it to us, but know your own risk levels - something you can find out with a quick assessment you can take on digibank.

Invest with confidence today. Click here to Plan with DBS or POSB.

Did you know most Singaporeans have made some preparation for retirement—be it in CPF, savings, property, investments, insurance or retirement payouts? With that said, only 43% are confident that they are adequately prepared for retirement.

Here’s how you can ensure you’re fully-prepared for retirement:

Try it now! Click to Plan with DBS or POSB.

Frequently Asked Questions

We've made some assumptions when building the calculator, and you can read all about it here. The results presented may not be an actual reflection of the growth of your holdings, but as you finetune your information, the accuracy increases.

Your CPF projection is calculated based on various assumptions and information obtained from sources believed to be reliable, which are subject to change at any time without notice, which you can read about here.

All banks' and insurers' financial information shared is as of the previous month-end or previous monthly statement balance, where applicable.

CPF and HDB information is latest as at the day you connect or refresh.

Your information is updated only when you tap on the 'SYNC' button within the Plan tab on DBS/POSB digibank.

Found in Net Worth, Insurance, Save and Plan Settings.

No, you'll only be able to view your information from banks, Insurers, CPF, HDB and IRAS. You won't be able to perform any transactions.

The consent period lasts 1 year (365 days), starting from the day you successfully connect your first financial institution. For example, if you provide consent on 1 Jan 2021 for Bank A to release your information and subsequently provide consent for Bank B on 1 Mar 2021, consent for both will expire on 31 Dec 2021.

If you change your mind about having your accounts linked, you can revoke consent for any bank at any time.

Information will only be shared through SGFinDex after you provide your consent to link your participating financial institution with SGFinDex and also request for information retrieval of the linked accounts through financial planning applications/websites such as the Planab on DBS/POSB digibank.

Your information can only be retrieved upon your instruction to do so. When you retrieve your information from other financial institution through the Plan tab on DBS/POSB digibank, your DBS financial information will NOT be automatically shared with other institution in return.

SGFinDex does not store or have access to your financial information.

You can refresh your data by clicking on the 'SYNC' button found through the Plan tab on DBS/POSB digibank or the 'Link or unlink accounts' button from the Plan Settings page.

Yes, you can retrieve personal financial data kept with Bank B and Bank C through SGFinDex, but not with Bank A. As you are identified as an AI in Bank A, Bank A will not be providing your data (including accounts where you are a joint account holder) through SGFinDex. As a result, your data with Bank A cannot be retrieved.

Nevertheless, you can still use Bank A, B or C financial planning applications/ websites to retrieve and consolidate data from both Bank B and Bank C, in addition to your MyInfo data.

Thank you. Your feedback will help us serve you better.

Was this information useful?

That's great to hear. Anything you'd like to add?
We're sorry to hear that. How can we do better?
Enter only letters, numbers or @!$-(),.