Money Dashboard

View your investments on Money Dashboard, with Wealthify!

We're hugely excited to have teamed up with the folks behind the Wealthify app to bring the first investment provider on to Money Dashboard.

What is Wealthify?

Wealthify is a robo-advisor that allows people to invest in a range of low-cost passive funds like Exchange Traded Funds (ETFs) and mutual funds, from different well-known fund providers such as Vanguard and Fidelity, from as little as £1. When you sign up, you are asked to define your appetite to risk (e.g Cautious versus Adventurous), which Wealthify then uses to build your investment portfolio.

You can also select whether to invest only through ethical fund providers if you'd like your money to have a positive impact on society and not be invested in industries like gambling or deforestation, for example.

A breakdown of the Wealthify fees is available on their website here and you can check out some of their reviews on the Wealthify Trustpilot page here.

How does Wealthify work with Money Dashboard?

This integration means users can now see their investments in any of Wealthify's suite of products, including the Stocks & Shares ISA, General Investment Account and Junior ISA. When you connect your account to Money Dashboard, we'll add your account to our new Investment accounts category, so you can track the performance of your investments alongside any other accounts you've added to our app.

There has been a huge demand for investment accounts on Money Dashboard for a while now, and we can't wait to start rolling out more investment connections in the coming months. If you'd like to request a new provider, you can do so at the bottom of the dedicated page here or give us a shout on Twitter!

Sean MacNicol

Engagement Manager