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How do I link my financial accounts?

Connect your bank, mortgage, pension or investment accounts for a real-time view of your finances.

In the Financial Lyfehub, find the account type you'd like to add (like bank accounts or credit cards) and tap "+ Add Item". 

You’ll then be asked to select how you'd like to add it:

  • Automatic connection via Open Finance (powered by Moneyhub)

  • Manual entry, where you input details like provider, balance, and product type

If you choose automatic, you’ll be securely redirected to your provider to authorise access. Lyfeguard will then display your balances and update them regularly in real-time.

You can view all connected accounts in one place, helping you understand your financial picture at a glance.