The new Wealth Dashboard is a consolidated financial planning dashboard that gives customers a holistic overview of the 4 key pillars of their finances – Money Management, Insurance, Goals and Investments. It provides personalized insights on the customer’s financial situation and gives tips on how they can save better and grow their wealth with us.
The all-new OCBC app.
Wealth simplified.
Your finances, served fresh.
From October 2024, get the full scoop on your finances—served up on a single platter.
Our all-in-one Wealth Dashboard dishes out a holistic overview of your financial health, complete with personalised insights and tasty tips on how to save smarter and grow your dough with us.
what you will love
Dashboard delights
Our Wealth Dashboard is your one-stop shop that gives you a snappy snapshot of your finances, investments, goals, and insurance.
It's like having your entire financial universe packed neatly into one super-friendly, easy-peasy page.
Personal finance, perfect fit
Our tailor-made financial tips are like a personal stylist for your money, offering you insights that fits just right—whether you're saving up for something shiny or plotting your next big investment adventure.
Graph and go
Tracking your performance to make informed decisions? Our tools will make sure you're always in the know - so you can make the most out of your financial moves.
A match made in money
Whether you're a steady saver or a daring dreamer, invest like a pro with our investor profiling journey to filter our products based on your financial vibe.
RECOGNISED BY LEADING INSTITUTIONS FOR PUTTING YOU FIRST
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discover more features
Experience the all-new OCBC app now
Available on Apple App Store, Google Play and Huawei App Gallery
Available on Apple App Store, Google Play and Huawei App Gallery
Available on Apple App Store, Google Play and Huawei App Gallery
Available on Apple App Store, Google Play and Huawei App Gallery
FAQs
Common questions
What is the new Wealth Dashboard 2.0?
How do I access Money In$ights?
You can access Money In$ights by tapping on the “Track” tile on the Wealth Dashboard.
How do I access my investments with OCBC?
You can access your investments by tapping on the “Invest” tile on the Wealth Dashboard, followed by “View portfolio breakdown”.
Will the investment performance history graph display the market value trend of my investments since the day they started?
No, due to data availability, the graph will only have data from 27 Jun 2023 and onwards.
Download OCBC Digital
Scan the respective QR code to download the app on the App Store, Google Play or Huawei App Gallery.
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