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:

  1. Syfe Account access - to give you access directly to your Syfe account for verification purposes

  2. 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

CashWise Assistant UNSUPPORTED FUNCTIONS for Deposit-Only Accounts:

  • Will NOT perform payouts and fund transfers on your behalf

 



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