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 Initial Consent Period
Your consent period will last for one year from the time your first consent was provided to any participating entity to provide your data through SGFinDex, even if you later provide consents to other participating entities within such one-year period. This is assuming you do not request to retrieve your data from any participating entity from 6th November 2023 and before the end of such one-year period.

For example, if you had provided your first consent to Bank A to provide your data through SGFinDex on  6th November 2023, and subsequently had provided consent to Bank B on 1st January 2024, both consents (i.e., consents to Bank A and B) will expire on  5th November 2024 (i.e. one year from 6th November 2023), assuming you did not request to retrieve your data from any participating entity before 5th November 2024.
 
Activity-Based Consent Renewal
From 6th November 2023, if you request to retrieve your data within the one-year period from the time your first consent was provided, your consent period will be automatically extended to expire one year after the date of such request from any financial institution whose system supports such extension¹.
 
Continuing from the first example above, if you request to retrieve your data from any participating entity at any time between 6th November 2023 and 5th November 2024 (e.g. on 15th November 2023), both consents (i.e., consents to Bank A and B) will be automatically extended for an additional one year from 15th November 2023 and will expire on 14th November 2024¹.

¹ Before 16th December 2023, (a) should you give an instruction to retrieve your data from HSBC Bank, Standard Chartered Bank or United Overseas Bank through any financial planning application/website, your data may not be returned from HSBC Bank, Standard Chartered Bank or United Overseas Bank, and your consent period may not be extended by HSBC Bank, Standard Chartered Bank or United Overseas Bank; and (b) should you give an instruction to retrieve your data through HSBC Bank's, Standard Chartered Bank's, United Overseas Bank's or CPF Board's financial planning application/websites, your data may not be returned from all financial institutions and your consent period may not be extended by all financial institutions, until the respective system deployment date of HSBC Bank, Standard Chartered Bank, United Overseas Bank or CPF Board (as the case may be). For enquiries, please contact HSBC Bank, Standard Chartered Bank, United Overseas Bank and CPF Board respectively.

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.

I want to plan well and live better!

Plan for your life's goals with AIA Plan360.

Start planning now WhiteArrowIcon
Recommendation Prompt
Recommendation Prompt