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Features

All-in-one platform
for savings

Simplify your financial life by securely connecting your accounts, automatically categorizing transactions and getting guidance when it matters.

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Faster transaction processing time

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Dig into
each feature

Every tool is designed to work together, so your money is organized without the busywork.

Data Management

Export, archive and control every piece of your financial data.

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Strategic Planning

Goal-based plans and one-on-one sessions with our advisors.

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How it works

Up and running
in three steps

  1. 01

    Select your provider

    Choose the Finshield plan that fits your life or business.

  2. 02

    Set up your account

    Verify your identity in minutes — no paperwork, no branch visits.

  3. 03

    Enjoy seamless banking

    Spend, save and grow with everything in a single app.

Try every feature free

Open a Basic account in five minutes and upgrade whenever you like.