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Connect all your finances with open eyes
Consolidate financial information from Insurance, SGX CDP, banks, CPF and IRAS instantly
Connect all your finances with open eyes
| 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! |
Your money may be in different places, but your financial planning doesn't have to be.
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).
At a Glance
Joyful experience, convenient and easy to do
A single, convenient view without the hassle of logging in to various accounts to manually download and consolidate your information.
Safety and control
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 better at money now
Get a complete view of all your finances, with DBS NAV Planner helping you to track, protect and grow your money in a way that works for you.
Multiply your money, your way
Enjoy up to 4.1% p.a. on your DBS Multiplier Account. Link and share financial information from your other banks, insurance, SGX Central Depository (CDP) account and government accounts (CPF, HDB and IRAS) with SGFinDex and request for information retrieval of the linked accounts through DBS NAV Planner monthly.
Security, privacy and control is key – only the banks you choose to connect with can share relevant financial information (and not your login details) solely for the purpose of financial planning.
How does SGFinDex work
With a few clicks, you can connect and share your financial information with DBS NAV Planner, which consolidates them to give you a view of your assets and liabilities, helping you plan more effortlessly.Security, privacy and control is key – only the banks you choose to connect with can share relevant financial information (and not your login details) solely for the purpose of financial planning.
Here are the financial information that will be retrieved by us for financial planning purposes, when you connect and share:
- Banks (Citi, DBS/POSB Bank, HSBC, Maybank, OCBC, Standard Chartered Bank, UOB)
- Current and savings accounts balances
- Fixed deposits balances
- Unit trust holdings
- SRS accounts and holdings
- CPFIS accounts and holdings
- Unsecured loan outstanding balances (credit cards, personal loans etc)
- Secured loan outstanding balances (home loan, car loan etc)
- Central Depository (CDP) Account under Singapore Exchange (SGX)
- Singapore Savings Bonds
- Singapore-listed and foreign equities
- CPF, HDB and IRAS
- CPF Account Balance
- Outstanding HDB Loan Balance and Monthly Loan Instalment
- Notice of Assessment
- NRIC/FIN
- Insurance (AIA, AXA, Great Eastern, Manulife, Income, Prudential, Singlife with Aviva)
- Policy details
- Coverage details
- Fund details*
- Projected future policy value*
*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 DBS NAV Planner – we recommend you do it monthly to keep your information and your financial plan up to date!
View full T&Cs.
Holistic financial planning with DBS NAV Planner
Financial planning is like completing a puzzle: it works best when you have all the pieces together. DBS NAV Planner can now gather all your financial information in one place to help piece a personalised financial plan that’s right for you.
- Fill in financial information gaps, securely & automatically
DBS NAV Planner gives you a complete view of your finances by consolidating and auto-filling your information from Banks, SGX CDP, CPF, HDB, Insurance and IRAS shared via SGFinDex – no more dealing with manual inputs - Chart your course to financial freedom
Planning your finances for a rainy day or even for your retirement is more effortless. DBS NAV Planner gains a more holistic view of your finances with SGFinDex, to help you project your future cashflow, analyse various scenarios and keep your finances on track - Track all your investments in one place
Save time by skipping multiple logins and jumping between tabs. Track your investments and daily price movements easily, all in one view - Get the right amount of insurance for you
Keep track of all your policies – from premiums to maturity. And know the right amount and type of protection you need at every stage of life.
Find out more about what DBS NAV Planner can do for you.
Link all your accounts now
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, DBS NAV Planner can give you more insightful recommendations, helping you achieve your financial goals.
Frequently asked questions
How is information shared?
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. DBS NAV Planner can then securely retrieve and store your information.
You do not need to link your DBS/POSB accounts with SGFinDex if you use DBS NAV Planner.
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 DBS NAV Planner
Found in Net Worth, Insurance, Save and Plan Settings.
Can I use DBS NAV Planner 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 DBS NAV Planner.
Your information can only be retrieved upon your instruction to do so. When you retrieve your information from other financial institution through DBS NAV Planner, 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 through NAV planner 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.
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.
View all Frequently Asked Questions
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