Home/Digital Banking/Connect all finances with Sgfindex

SGFinDex on DBS digiWealth: bring all your finances into one place

DBS digiWealth uses SGFinDex to pull your bank, CPF, HDB, IRAS, SGX CDP and insurance information into one secure, consolidated view.
SGFinDex is a digital infrastructure that enables you to retrieve and share your financial data from government agencies and private sector organisations.
digiWealth gives you a single view of your finances by consolidating and auto-filling your financial information shared via SGFinDex.
With just a few taps, you can sync your financial data onto digiWealth to track, protect and grow your wealth.
Customers can sync financial data onto digiWealth via SGFinDex to get a complete view of their finances.
SGFinDex on DBS digiWealth: bring all your finances into one place
Overview
Overview
Benefits
How it works
Link your accounts
FAQ

Why sync your financial information via SGFinDex

Your money may be in different places, but your financial planning doesn't have to be.

Know exactly where you stand financially

Get a full view of your wealth across various financial institutions and government agencies, all in one place.

Track investments in one place

View your investments and balances in one place, and discover ways to grow your wealth with digiWealth.

Protect your wealth

Line up all your policies on digiWealth and keep track of your coverage across insurers.

How does SGFinDex work

SGFinDex allows you to consolidate your finances into one view on digiWealth for easier, smarter planning.

What is SGFinDex?

SGFinDex (Singapore Financial Data Exchange) is a digital infrastructure that allows you to securely consolidate your financial information from participating banks, insurers and government agencies into a single view for easier financial planning.

Connect your financial accounts

Supported banks:
  • Citi
  • DBS/POSB Bank
  • HSBC
  • Maybank
  • OCBC
  • Standard Chartered Bank
  • UOB

Supported investment account:
  • Central Depository (CDP) Account under Singapore Exchange (SGX)

Supported government agencies:
  • CPFB
  • HDB
  • IRAS

Supported insurers:
  • AIA Singapore
  • HSBC Life
  • Great Eastern
  • Income
  • Manulife Singapore
  • Prudential Singapore
  • Singlife

Information available through SGFinDex

Your banking information:
  • Past current, savings, and joint account balances
  • Past credit card statement balances
  • Loans
  • Fixed deposits
  • Unit trusts
  • SRS / CPFIS cash balance (From DBS/POSB, OCBC, UOB only)
  • SRS / CPFIS investments (From DBS/POSB, OCBC, UOB only)

Bank information reflects the previous month-end or latest statement balance where applicable. Monthly syncing is recommended.

Your government account information:
  • Latest CPF account balances
  • Past year's tax bill (notice of assessment)
  • Outstanding HDB loan balances and monthly instalments

Your insurance policies and coverage:
  • Policy details
  • Coverage details
  • Fund details1
  • Projected future policy value1
1 Where applicable

SGX Central Depository (CDP) data:
  • Investments in SGX CDP accounts
  • Including equities, bonds, unit trusts, structured products
SGX CDP data includes previous month-end balances. Monthly syncing is recommended.

Frequently Asked Questions​