Connecting a Pension account

GetGild reads balances from the accounts you connect and adds them up. It doesn’t move money or place trades — it just watches the numbers.

1. From the dashboard, select Accounts and then Add account.
2. Select the type of account Pensions and add it manually. Currently, providers don’t support automatic downloads for this account type.
3. Search for your provider’s name.
4. Add an account nickname to help you remember it, e.g. Aviva Pension.
5. Select the pension type.
6. Add the current balance and monthly contribution, then save the account.
7. Once the account is created, you can upload a transaction CSV to track investment purchases.

The system will automatically pick up recent prices for investments (ETFs, mutual funds, stocks). Currently, the system uses end-of-day prices from the previous trading day.

If your provider isn’t listed

Contact support to request a provider. We add new ones regularly and prioritise by how often they’re requested.