Congratulations on making the decision to streamline and simplify the management of your personal finances!

 

As you can appreciate, gathering all of your relevant financial information is a process to work through. Once you're up and running, life will be easier. Here's what will happen next:

 

Step 1 – Setting Up Your Account

  • Record your contact details in the section below so we can set up your Streamlined Financial Solutions account.
  • Start the Xero Cashbook bank account feed authorisation process. We apply to your bank to push each statement line into Xero Cashbook. The process is started early as it can take a number of days for the banks to process.
  • If you're an existing Xero Cashbook or Sharesight subscriber, we will walk you through how to invite SFS to be an adviser on your account.
Note: we will never ask you for passwords to bank or credit card accounts at any point. We will guide you through Xero Cashbook bank and credit card integration.

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My Details
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