Lyfeguard supports a range of financial accounts, giving you a clear view of your finances in one place. This makes it easier to understand your assets, liabilities and spending.
Supported financial account types
The following financial account types are supported.
Account type | Description | Plan availability |
Bank accounts | Connect current and savings accounts to view balances and transactions across your banks. | Lyfeguard Basic & Lyfeguard Pro
|
Credit cards | Monitor your credit card balances, spending and payment history to stay on top of short-term debt. | Lyfeguard Basic & Lyfeguard Pro |
Investments | Track the value and performance of investments such as stocks, bonds, ISAs, mutual funds, and other holdings. | Lyfeguard Pro |
Pensions | View pension plans, contributions, and current valuations, including personal and workplace pensions. | Lyfeguard Pro |
Loans | See loan balances, interest rates, and repayment details to understand outstanding commitments. | Lyfeguard Pro |
Mortgages | Track mortgage balances, interest rates, and repayment information for longer-term commitments. | Lyfeguard Pro |
If your access to Lyfeguard has been provided by a business, such as a financial adviser, your plan should be referenced as Lyfeguard Pro above for the purposes of this article.
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