Connecting your financial accounts gives you a clear view of your finances, including bank accounts, mortgages, pensions and investments.
How to connect your financial accounts
You can add financial accounts in just a few steps:
Go to the Financial LyfeHub.
Find the type of account you want to add, such as a bank account or credit card.
Select + Add an Item.
Choose how you'd like to add the account:
Automatic connection via Open Finance (powered by MoneyHub)
Manual entry, where you enter details such as the provider, balance and product type
Automatic connection
If you choose an automatic connection, you’ll be securely redirected to your financial provider to authorise access. Once connected, Lyfeguard will:
Display your account balances
Update them regularly in real time
You can remove, reauthorise or add accounts at any time.
Manual entry
If you prefer, you can add an account manually by entering the relevant details yourself. This option does not use an automatic connection.
Viewing your connected accounts
All accounts you add appear in one place, making it easier to understand your overall financial picture at a glance.
💡 Tip
Need more help? Contact our team through the in-app chat.