Connect securely & view all your financials at one glance

Connect securely, your financials at one glance

My AIA SG app, enabled by SGFinDex, allows you to securely connect all your financial information and give you access to view your data from your insurers, banks, SGX and government agencies such as CPF, HDB and IRAS, holistically in one consolidated view.
 
With this, you'll have more clarity of your finances and stay on top of your portfolio by making more informed investment decisions, while being empowered to plan more confidently for your future and your family as well as your retirement to live Healthier, Longer, Better Lives.
About SGFinDex
Frequently asked questions

In a snapshot

Easy and convenient

Consolidating your financial information in a single login without the hassle of accessing multiple accounts.

Connect securely and with control

SGFinDex is secured by Singpass and you control your financial information you want to share.

Planning your financials confidently

With a holistic overview of your financial portfolio, you can plan your future more confidently.

About SGFinDex

Singapore Financial Data Exchange (SGFinDex) is the world's first public digital infrastructure developed jointly by the Monetary Authority of Singapore (MAS) and the Smart Nation and Digital Government Group (SNDGG), in collaboration with participating financial institutions (FIs).
 
SGFinDex empowers you to have a holistic overview of all your financial information. Through this, you can retrieve your financial information securely from participating FIs - insurers, banks, SGX and government agencies such as CPF, HDB and IRAS by simply using your national digital identity to access your financial information held across FIs and different government agencies.

Get started and connect to all your financial information with My AIA SG app

Safe and easy steps

Download My AIA SG app and activate your account.
If you already have an account on My AIA SG app, login to My AIA SG app and select 'AIA Plan360'.
Click on 'My portfolio' to connect with SGFinDex.

Select 'Connect SGFinDex'.
Log in to Singpass.
Select 'Connect financial institution'.

Select the financial institution to connect to SGFinDex.
Authorise by logging in to each selected financial institution and click 'Save and exit'.
Simply select 'Retrieve data' to retrieve your financial information from selected institutions via SGFinDex.

Frequently asked questions (FAQs)

SGFinDex allows you to securely connect all your financial information and have a consolidated view of your financials at one glance, so that you have greater clarity on your finances and be able to plan more confidently for your future and your family as well as your retirement.

  • AIA, Great Eastern, HSBC Life, Income, Manulife, Prudential, Singlife
  • Citibank, DBS/POSB, HSBC, Maybank, Standard Chartered Bank, OCBC and UOB
  • SGX
  • CPF, HDB and IRAS

You will require a valid Singpass account and login to My AIA SG app.

Singpass is required for the use of SGFinDex. Eligible users without a Singpass account may register for Singpass at https://www.singpass.gov.sg.

Your consent period lasts for 365 days (inclusive of the first day) after the first consent was made.
 
For example, if you had made a consent for AIA to release data to SGFinDex on 1 January 2023, and subsequently made another consent for another financial institution to release data to SGFinDex on 1 February 2023, all of your consent will expire on 31 December 2023.
 
Should you wish to retrieve your financial data on 1 January 2024, you will be unable to retrieve your data and you will need to grant your consent again.

Yes, you may withdraw consent to share information by following the steps below. After which, the withdrawal will be effected immediately.
  • Click on "SGFinDex Data"
  • Click on "Manage Financial Institutions"
  • Authenticate yourself using Singpass
  • Click on "Disconnect"

Your financial information will only be shared after you provide your consent for AIA Singapore to release your information to SGFinDex and for the participating financial institutions to retrieve the information via SGFinDex.

  • Product type
  • Policy details
  • Coverage details including sum assured, hospitalisation limit coverage start and end date and benefits
  • Premium details including total premium term and total premium paid and premium due date
  • Investment payout amount and payout frequency
  • Fund cash value and guaranteed value at maturity

SGFinDex is restricted to releasing your selected MyInfo, insurance and banking data only.
As of now, MyInfo data consist of:
  • CPF Accounts (OA/MA/SA/RA) – For Singaporeans and PRs only
  • Income (Notice of Assessment) – For individuals with income assessment only
  • HDB (Outstanding Loan/Loan Instalment Amount) – For individuals with HDB loans only
Bank data will consist of:
  • Current and savings accounts
  • Fixed deposits
  • Credit cards
  • Loans
  • Unit trusts
  • Supplementary Retirement Scheme holdings (SRS)
  • CPF Investment Scheme holdings (CPFIS) - CPF Accounts (OA/MA/SA/RA) – For Singaporeans and PRs only
SGX data will consist of:
  • Equities
  • Unit trusts
  • Bonds
  • Structured products
  • Any other direct holdings with CDP (excluding SRS and CPFIS)

There are stringent security measures in place to safeguard your personal data that passes through SGFinDex. Your data is encrypted when it is retrieved through SGFinDex and only the financial planning application/website(s) that you have authorised to receive your data is able to decrypt the data. The authentication and authorisation process is underpinned by Singpass.

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