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
Personal finance should be personalised to you. With Plan on digibank, you will be able to see all your finances in one place, set financial targets, make sense of your money, and chart ways towards your goals.

Get the Right Advice & Solutions
Identify gaps and capture market opportunities to save, grow, and protect your money with custom tips, personal insights, plus curated investment picks and insurance plans to improve your financial health as your needs change.

Level up Your Financial Smarts
Tap into personalised ideas for you, plus market updates and insights from our Chief Investment Office. What’s more, expand your financial knowledge with access to articles, events, and seminars featuring our expert financial advisors.

 Plan with DBS Plan with POSB

Download DBS digibank now to leave your finances to DBS.



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:

Consolidate your finances now! Click to plan with DBS or POSB.

Level Up Your Smarts

Two tips to always be in the know:

Click to stay in the know with 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 should 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.

Plug your insurance gaps now. Click to 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.

Be sure to consolidate your investments to check that you are on track towards investing 50% of your net worth. If you're not, we will nudge you with investment ideas to help you get there.

Make your money work harder 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

You'll need to first log in to the information-sharing platform with your SingPass. Select a bank, insurer or SGX CDP to connect and log in to that financial institution page with your login credentials to provide consent to link your accounts.

Once that's done, you'll need to log in with your SingPass again as an added security measure. The Plan tab on DBS/POSB digibank can then securely retrieve and store your information.

You do not need to link your DBS/POSB accounts with SGFinDex if you use the Plan tab on DBS/POSB digibank.

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 Plan tab 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.

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