Simple, One-Time Set Up
Create your MONEYWISE account and add your bank, credit card, home loan and investment accounts. This set up takes minutes and you only need to do it once. With MONEYWISE you’ll have access to all your accounts with only one simple login.
No Book-Keeping Required
MONEYWISE immediately pulls in your balances, purchases, stock trades, etc. to give you a complete picture of your finances. MONEYWISE connects securely with more than 12,000 financial institutions, saving you hours of tedious data entry.
MONEYWISE helps you analyze your current spending so you can see how to immediately improve your finances.
Always Up-To-Date
MONEYWISE updates all of your account information automatically on a daily basis, so you always have the most current information available. With MONEYWISE, you can focus on making smart decisions, not on managing and planning financial spreadsheets.