Top of main content
Woman using mobile phone; image used for HSBC FinConnect page.

HSBC FinConnect

See all your financial data at one glance to plan your future confidently.

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.

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.

Key features include:
  • 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
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 and enjoy SGD20 cashback* as you take the first step with HSBC FinConnect. Learn more.

*HSBC Plan With Us Promotional terms and conditions apply.

What is SGFinDex

SGFinDex logo

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, AXA, Prudential, Manulife, Income, Great Eastern and Singlife with Aviva.

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.

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. You can find out your consent start 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: Click "Disconnect" for all your connected financial institutions

Step 4: After all financial institutions have been disconnected, select your financial institutions to re-link your accounts and your consent will be updated

Frequently Asked Questions

Disclaimer