At a Glance

Convenient and effortless

Single login without the hassle of accessing various accounts to download and consolidate your information.

Safety and control

SGFinDex is secured by SingPass, and sharing of relevant financial information is controlled solely by you.

Invest with confidence

Get a complete view of all your holdings in one place to make investment decisions readily.

Connect now


All your financial information in one place to help you invest with clarity and confidence.

DBS NAV Planner, a DBS iWealth® feature supported by SGFinDex, brings together your financial information from banks, CPF, HDB and IRAS so you have a holistic view of your holdings to make informed investment decisions readily.

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)
  • CPF, HDB and IRAS
    • CPF Account Balance
    • Outstanding HDB Loan Balance and Monthly Loan Instalment
    • Notice of Assessment
    • NRIC/FIN

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 ‘Refresh’ 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.


Connect all your accounts now

Securely connect your other banks’ accounts and MyInfo (HDB, CPF, IRAS) to enjoy the convenience of retrieving your information anytime within one year:

Currently available only on the latest DBS iWealth® iOS app, Android release to follow.


Connect now

You do not need to connect your DBS/POSB accounts with SGFinDex if you use DBS NAV Planner.


Frequently Asked Questions

You’ll need to first log in to the information-sharing platform with your SingPass. Select a bank to connect and log in to that bank’s page with your internet banking credentials to provide consent to link your bank 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 connect your DBS/POSB accounts with SGFinDex if you use DBS NAV Planner.

No, you’ll only be able to view your information from CPF, HDB, IRAS and your choice of banks. You won’t be able to perform any transactions.

While you can provide your consent, users who have opted in as an AI with individual banks will not be able to use the SGFinDex to retrieve their financial information from those banks.

Likewise, information relating to joint accounts held by AIs cannot be retrieved through SGFinDex.

For example, if you are identified as an AI in Bank A but not in Bank B and Bank C. You will be able to complete the consent set-up in Bank A, Bank B and Bank C. You can use any of these three banks to pull your information. However, Bank A will not be providing your information to the SGFinDex and by extension, to Bank B and to Bank C.

The consent period lasts 1 year (365 days), starting from the day you successfully connect your first bank. 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.

There are two parts to complete in order to see your other banks’ information in DBS NAV Planner. You are likely to have completed the first step of connecting your other banks, and have possibly missed the second SingPass login to retrieve your information.

Here’s what you can do:

  1. Go to DBS NAV Planner
  2. Open Plan settings > Your external accounts
  3. Tap on “Refresh now”

You’ll be taken to SingPass login then to a consent page. Choose “I agree” to complete the information retrieval securely.

Information will only be shared through SGFinDex after you provide your consent to link your participating banks 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 banks through DBS NAV Planner, your DBS financial information will NOT be automatically shared with other banks in return.

SGFinDex does not store or have access to your financial data.



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