What is HSBC FinConnect
HSBC FinConnect is enabled by the Singapore Financial Data Exchange (SGFinDex) and lets you view your personal financial data, including information from other banks, SGX CDP and relevant government agencies securely in the HSBC Singapore app.
With HSBC FinConnect, you can get a clear overview of your money and investments to plan for your life goals confidently.
Get the HSBC Singapore app to start using HSBC FinConnect
Why use HSBC FinConnect
Whether you’re in early or mid-career or a pre-retiree, you may find HSBC FinConnect useful for staying up-to-date with your monthly expenditure, spotting and plugging any gaps or monitoring and managing your investments to meet your goals. Alongside the support of a Wealth Manager or Relationship Manager, you will receive professional advisory on your portfolio to make your money work better for you.
- Automatic calculation of your total net worth
- Keep track of your account balances, loans, credit cards, CPF accounts and more in one place
- Filter your finances by account type or currency
- Portfolio analysis: Understand your portfolio composition by asset class, geographies and sectors
- Option for a detailed portfolio analysis from a Wealth Manager or your dedicated Relationship Manager
HSBC FinConnect
- Reach your financial goals sooner with HSBC FinFit
Power up your financial fitness with holistic financial planning and receive personalised FinFit coaching. Get started on your FinFit journey today with HSBC FinConnect. Learn more.
What is SGFinDex
SGFinDex is a joint initiative by the Monetary Authority of Singapore (MAS), the Smart Nation, the Digital Government Group (SNDGG), and financial institutions.
Developed as an industry standard digital infrastructure based on Open Banking standards, SGFinDex enables easier financial planning by allowing you to securely retrieve your personal financial data (with your consent) from participating entities in a single view.
The participating entities include HSBC, Citi, DBS/POSB, Maybank, Standard Chartered, OCBC, UOB, SGX CDP, AIA Singapore, HSBC Life, Prudential, Manulife, Income, Great Eastern and Singlife.
How to connect
If you've never used HSBC FinConnect before, you can view the video or follow the instructions to connect your accounts.
You'll need your Singpass and the online login credentials of the accounts you want to link to.
Guide to setting up HSBC FinConnect
Get started in 5 simple steps
How is your data kept secure with HSBC
FinConnect - A secure platform for financial planning
Learn about how your financial data is safe with us when you link and retrieve them into the HSBC Singapore app.
How long does consent last and how to refresh it
Your consent will be valid for one year from the day you first provide consent and will be extended by a year each time you retrieve your financial data. You can find out your consent start date and end dates on HSBC FinConnect under 'Settings' or on the SGFinDex landing page after you log in via Singpass.
Step 1: Select "Link Account"
Step 2: Log in with your Singpass to arrive at SGFinDex home page
Step 3: Select your financial institutions to re-link your accounts and your consent will be updated
If your consent has already expired
Frequently Asked Questions
Disclaimer
View Terms & Conditions.
Updates to the SGFinDex Terms & Conditions: With effect from 1 November 2023, your consent period will last for 1 year from the time your first consent was provided. However, should you give an instruction to retrieve your data within the 1-year period, your consent period will be automatically extended for an additional 1 year by financial institutions whose systems support such extension, from the date of instruction to retrieve data. After 30 November 2023, should you give an instruction to retrieve your data within the 1-year period, your consent period will be automatically extended for an additional 1 year by all financial institutions.