all your finances in one place
The MyGreenSky App is free for all our clients
We’re always keen to make life as easy as possible for our clients. The MyGreenSky app does just that.
With a single login, you have access to all your finances in one place – investments, savings, pensions, insurances, bank accounts, credit cards, store cards, mortgages, loans, property.
Available as an app on your tablet or smart phone, or via your desktop, it’s completely secure and will save you time and hassle. We like that.
With MyGreenSky you can
View your investment portfolio
Quickly access your insurance details
Track your property values
Manage your income and spending
Safely store all your important documents
Be reminded about your renewals, income and payments
Download our brochure to find out more about all the features
How it works
As a GreenSky client, we’ll get you set up with MyGreenSky so you can see how your investments are doing, and find any documents relating to the services we’re providing.
Your investment valuations are updated daily so you always have up-to-date information at your fingertips.
You can message your adviser directly via the app with any questions or share documents – everything is completely secure giving you that little bit extra peace of mind.
You can then personalise your account to include your bank accounts, credit cards, property values and more so you have a single view of your net worth.
You’ll receive notifications directly via the app when important messages or documents are waiting to be read so you never miss a renewal.
As well as the day-to-day ease for you, if an emergency arises, all of your financial information is in one place, making it easier for a loved one to find everything if needed.
We’re working on rolling the app out to all our clients. However, if you just can’t wait, you can jump to the front of the queue with a few simple steps:
Download the app from the Apple App Store or Google Play Store (don’t want to use the app? You can login via this website)
Your adviser will generate a login for you and get everything set up. They will then be in touch with the details you need to access your account.
For the first time, I can see what I’m worth. I can see my home going up in value, as well as what my savings are doing. I feel in control, and I feel more confident making important financial decisions.
Want to know more?
Speak to your adviser today to find out more about MyGreenSky: