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.
Bank accounts
Connect your current and savings accounts to view balances and transactions across all your banks.
Investment accounts
Track the value and performance of your investments, including stocks, bonds, ISAs, mutual funds and other holdings.
Pensions
View your pension plans, contributions and current valuations, including both personal and workplace pensions.
Credit cards
Monitor your credit card balances, spending and payment history to stay on top of short-term debt.
Loans and mortgages
See mortgage and loan balances, interest rates and repayment details to better understand your longer-term commitments.
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