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Plan & Invest with digibank

At a Glance

Invest and Insure with ease

Act on investment and insurance opportunities with just a few taps. Track them effortlessly.

Get recommendations and regular market insights

Get personalised recommendations based on your financial goals and stay updated with regular market insights.

Connect with your Wealth Planning Manager

Get trusted advice from your dedicated Wealth Planning Manager.

Plan & Invest with DBS Plan & Invest with POSB

Features and benefits

 

Invest and insure with ease

Whether you’re getting started with investments or looking to safeguard your future with the right coverage, take action all in one place.

Get a consolidated view of your finances

Track your savings, insurance coverage, and investments for a holistic view of your financial needs.

Unlock personalised recommendations and timely market insights

Get personalised recommendations to optimise your portfolio and gain expert insights to confidently navigate the markets.

Plan confidently with a Wealth Planning Manager

Call or schedule an appointment with your dedicated Wealth Planning Manager while on the go.

How it works

Get started - experience it for yourself

Choose from the buttons below to launch Plan & Invest on your preferred digibank app.

Plan & Invest with DBS Plan & Invest with POSB

Alternatively, follow the steps here:

Log in to digibank and complete the authentication process

Tap on Plan & Invest at the bottom navigation tab

Frequently Asked Questions

How is my retirement projection calculated?
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.
How is my CPF projection calculated?
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.
When does data get updated?

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 & Invest tab on DBS/POSB digibank.

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

Can I use the Plan & Invest tab on DBS/POSB digibank to manage my accounts in other financial institutions?

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.

How long does the consent for linkage of accounts last?

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.

How will my information be shared, and will my DBS financial information be shared with other financial institution automatically?

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 & Invest 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 & Invest 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.

Can I refresh my data more often?

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

I identified as Accredited Investor (AI) with Bank A, but not with Bank B and Bank C. Can I retrieve my personal financial data through SGFinDex?
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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