Milford + BudgetBuddie
Connect to Milford Asset Management
Connect your Milford accounts to BudgetBuddie and securely sync your balances, the same accounts you manage via Milford online. Supported account types:
- Milford KiwiSaver Accounts
- Milford Investment Funds
How to get connected
- Log in to your BudgetBuddie account.
- Go to the Connect accounts section.
- Choose Milford Asset Management from the list of available connections.
- Follow the prompts to securely log in using your Milford details.
- Select the accounts you want to connect.
- Authorise the connection then you’re done!
Your Milford account will now sync automatically with BudgetBuddie. If you're ever stuck getting connected, click here to view the guide on getting connected.
How we handle security
When you connect your accounts to BudgetBuddie, your security is our top priority.
We use Akahu, New Zealand’s trusted open banking platform, to manage all connections. All data is encrypted end-to-end and BudgetBuddie never sees or stores your online banking or platform passwords.
Once connected, BudgetBuddie accesses read-only information including balances, transactions, and account details so we can never move money or make changes to your accounts, ever. You can view and revoke access to any connection at any time via the connect accounts feature.
To learn more, see our Security page.
