Link your insurance policies on DBS digibank.
Retrieve them with Singpass and enjoy effortless insurance planning.
Find out your total insurance coverage, premiums, needs and more today!
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Planning on digibank, now supercharged by SGFinDex, effortlessly gives you the big picture of your money by connecting all your financial information from banks, insurance, Central Depository (CDP) Account under Singapore Exchange (SGX), and government accounts (CPF, HDB and IRAS).
A single, convenient view without the hassle of logging in to various accounts to manually download and consolidate your information.
SGFinDex, secured by Singpass, gives you full control of the financial information you share. Your data never leaves the bank, and is only used to plan your finances.
Get a complete view of all your finances, with Plan & Invest tab in digibank helping you to track, protect and grow your money in a way that works for you.
*Where applicable
All banks’ financial information shared is as of the previous month-end or previous monthly statement balance, where applicable. Your information is updated only when you tap on the ‘SYNC’ button within Plan & Invest tab in digibank – we recommend you do it monthly to keep your information and your financial plan up to date!
View full T&Cs.
Financial planning is like completing a puzzle: it works best when you have all the pieces together. Plan & Invest tab in digibank can now gather all your financial information in one place to help piece a personalised financial plan that’s right for you.
Find out more about what Plan & Invest tab in digibank can do for you.
Securely link your other banks’, Central Depository (CDP) Account under Singapore Exchange (SGX), government accounts (HDB, CPF, IRAS) and Insurance to enjoy the convenience of retrieving your information anytime within one year.
With all your finances in one place, Plan & Invest tab in digibank can give you more insightful recommendations, helping you achieve your financial goals.
The consent period lasts 1 year (365 days), starting from the day you successfully link your first financial institution. From 6 Nov 2023, the consent period will be automatically extended for 1 year, every time you sync your data with any financial institutions. For example, if you provide consent on 7 Nov 2023 for Bank A and B to release your information and subsequently sync your data for bank B only on 1 Dec 2023, consent for both banks will last till 30 Nov 2024 instead of 6 Nov 2024.
The SGFinDex T&Cs governing will be revised in accordance to this change from 6 Nov 2023. Refer to full T&Cs here.
You may unlink any financial Institution at any time if you change your mind. Please note that once government information such as CPF, HDB or IRAS is linked. It cannot be unlinked.
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. Plan & Invest tab in digibank can then securely retrieve and store your information.
You do not need to link your DBS/POSB accounts with SGFinDex if you use Plan & Invest tab in 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 Plan & Invest tab in 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.
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 Plan & Invest tab in digibank.
Your information can only be retrieved upon your instruction to do so. When you retrieve your information from other financial institution through Plan & Invest tab in 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 Plan & Invest tab in digibank or the ‘Link or unlink accounts’ button from the Plan Settings page.
View all Frequently Asked Questions
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