What types of financial accounts can I connect to Lyfeguard?

Lyfeguard lets you connect your financial accounts to gain a live, consolidated view of your money. By doing so, you can track your assets, liabilities, and spending patterns in one secure place — helping you make better financial decisions with less admin.

💼 Accounts you can connect to Lyfeguard

Here’s what you can link via Open Finance:

🏦 Bank Accounts

Link your current accounts and savings to see real-time balances and transactions across all your banks — in one place.

📈 Investment Accounts

Track the performance and value of your stocks, bonds, ISAs, mutual funds, and other investment holdings.

🧓 Pensions

Keep tabs on your pension plans, contributions, and current valuations — whether personal or workplace-based.

💳 Credit Cards

Monitor your spending, due balances, and payment history across multiple credit cards to stay on top of short-term debt.

🏠 Loans & Mortgages

See live mortgage balances, interest rates, and repayment schedules. Helps you understand both short-term and long-term liabilities.

🚀 How to connect your accounts

1. Go to the Finance Lyfehub

2. Scroll to the account type you'd like to add

3. Tap “+ Add Item”

4. Choose to connect automatically with your financial institution

5. Select your provider and follow the secure Open Finance flow (powered by Moneyhub)

Your accounts will update automatically in real-time. You can remove, reauthorise, or manually add accounts at any time.