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.

Getting started

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:

If you’re interested in signing up, contact your adviser directly, or email [email protected]

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.

Want to know more?

Speak to your adviser today to find out more about MyGreenSky: 

01603 340800