Connect leading UK investment providers

Connected Accounts is built on Open Banking and FCA-regulated investment data feeds. Whether your accounts are at a high-street bank, a SIPP provider, or a self-directed investment platform, you can connect them in one place.

All account types supported

Connect your SIPP, Stocks & Shares ISA, Lifetime ISA, workplace pension, and GIA across as many providers as you have. Optiml maps each connected account to the correct wrapper in your financial plan automatically.

Only what Optiml needs is shared

Privacy is built in. Optiml only pulls your account names and current balances. No transaction history. No holdings breakdown. No personal banking data. Just the balance figures required to keep your plan accurate.

Always manual if you prefer it

Connected Accounts is entirely optional. If you would rather enter your balances yourself, you can do that at any time. The integration is there for users who want their plan to stay current without the manual effort.