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How to get started on MyAssets?

Use our interactive demo below to see what steps you should take in order to create and start using your MyAssets account.

Get Started in Three Easy Steps

Start getting your assets and your life in order with three simple steps.
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Create a New Account

Sign up with your name, email address, and a secure password to get started in minutes.
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Verify Your Email

Check your inbox for a Verification Email from MyAssets and click the link to verify your account and get full access.
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Log in and Start Your Free Trial

Start your 14-day Free Trial and add your first asset. That’s it!

Designed to Help You Manage Everyday and Beyond

Designed to keep your assets organized, accessible, and secure.
Global Dashboard
Global Dashboard
View your current net worth across all asset types, currencies, and locations.
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MyFinances
MyFinances
Manage your cash, banking, and non-conventional and private investment accounts – all in one digital space. Embrace the growing number of integrations worldwide and seamlessly update your finances.
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MyProperties
MyProperties
Oversee your property portfolio, including residences, rentals, offices, storage facilities, and more in one platform.
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MyCollectables
MyCollectables
MyCollectables is your go-to tool for organizing and tracking your collection. Monitor market trends, value fluctuations, and easily share your collection with others.
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MyBelongings
MyBelongings
Keep track of your belongings — including furniture, appliances, clothing, and more — along with their associated documents and images.
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Address Book
Address Book
Connect your contacts to relevant assets and identify their roles in the management of your assets (e.g. financial advisors, shareholders, beneficiaries, art consignees, etc.).
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Document Vault
Document Vault
Securely store important files related to your assets – such as contracts, invoices, and certificates – with easy retrieval whenever you need them.
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Groups
Groups
Optimise your assets' organisation with customisable categories using the Groups feature, allowing for quick sorting and effortless navigation.
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Delegates
Delegates
Give the right people access. Add your collection manager and others as Delegates, to manage your collection on your behalf. Whether you only want them to access your collection or manage all of your assets – you determine their level of access.
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Why Choose MyAssets Over Outdated Spreadsheets or Fragmented Tools?

MyAssets centralizes your digital and financial assets into one intuitive dashboard—bringing automation, real-time tracking, and top-tier security. Say goodbye to manual updates and scattered info—hello to streamlined control and peace of mind.

Top-Tier Security

We use bank-grade encryption and multi-layered security protocols to protect your sensitive financial data. Your privacy and safety come first.

Goodbye Spreadsheets

Ditch error-prone spreadsheets and version confusion. MyAssets replaces outdated methods with a smarter, faster, and more reliable system.

Smarter Decision-Making

With all your assets in one place and real-time insights at your fingertips, you can make confident financial decisions backed by clarity and context.

Real-Time Tracking

Track your net worth, investments, crypto, and other assets in real time. We automate the data flow so your information is always current and accurate.

Peace of Mind, Every Day

Sleep better knowing your financial world is under control. MyAssets brings order to chaos, so you can focus on what matters most.

Frequently Asked Questions

Find answers to common questions and get quick solutions to your concerns.

All Assets, One Platform.

Your Complete Platform for Smart Asset Management.

MyAssets Limited is an agent of Plaid Financial Ltd., an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 (Firm Reference Number: 804718). Plaid provides you with regulated account information services through MyAssets Limited as its agent.
2025 MyAssets Limited. All rights reserved