What is the CashWise Assistant Chrome Extension and How can I set it up?
The CashWise Assistant is a Google Chrome Extension that serves 2 functions:
Syfe Account access - to give you access directly to your Syfe account for verification purposes
Deposit-Only (non-API) access - to facilitate data loading into CashWise
You can access it at the Chrome Store here.
Syfe Account Access Details
Currently Syfe is a single user account, the CashWise Assistant will help you log into Syfe directly so you can perform the following functions:
View balances
View transaction histories
Download Statements
What is NOT SUPPORTED when accessing Syfe
Make changes to portfolios
Transfer funds out - you can do this within CashWise
Change email / password
Deposit-Only Access Details
The CashWise Assistant will become active once you’ve logged into both CashWise and your supported bank (DBS & OCBC). It will present a CashWise icon on your banking account page and provide you with details on actions that are recommended and/or ask your permission to pull data from the bank.
CashWise Assistant SUPPORTED FUNCTIONS for Deposit-Only Accounts:
Update your balances and transaction histories into CashWise
Recommends a transfer to funds to Syfe when your balance exceeds the target balance set by you
Will NOT perform payouts and fund transfers on your behalf
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