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Get ahead of your wealth management with DBS NAV Planner supercharged by SGFinDex.

DBS NAV Planner is the intuitive digital tool that lets you effortlessly track, protect and grow your wealth. Now with SGFinDex, you get the biggest big picture on your money by connecting all your financial information from CPF, HDB, IRAS, SGX CDP, banks and insurers.

With a more complete picture, DBS NAV Planner can holistically complement your wealth management plans, offering a unified overview of all your finances, cashflow projections, insights into your finances and analyses on various scenarios based on your needs.

 

At a Glance

Seamless, convenient and effortless

A single, convenient view without the hassle of logging in to various accounts to manually download and consolidate your information

Safety and control

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

Drive your wealth further

Get a holistic view of all your finances with DBS NAV Planner to track, protect and grow your wealth in a way that complements your wealth 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

 

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.

Link 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, 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.


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..


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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