Enjoy continuous and hassle-free access to your financial data on OCBC Financial OneView. Your consent to share your data held with us and/or other financial institutions through SGFinDex will be extended by a year each time you sync your financial data. This means you no longer have to manually renew your consent for each financial institution annually!
Show me how to achieve financial wellness with OCBC Financial OneView
Track all your finances across participating banks, insurers, SGX CDP, CPF, HDB and IRAS here – enabled by SGFinDex.
HERE’S A NEW FEATURE THAT’S GOING TO SAVE YOU TIME
A NEW WAY TO VIEW ALL YOUR INSURANCE POLICIES IN ONE PLACE
Track all your insurance policies on one free financial dashboard
Have multiple policies from different insurers? Consolidate all your policies across 7 insurers* in one place. Gain greater clarity on your insurance coverage, get reminders when premiums are due and embark on a guided journey to understand your needs.
*Participating insurers: AIA, HSBC Life, Great Eastern Life, Manulife Singapore, Income, Prudential Assurance Company Singapore and Singlife.
About OCBC Financial OneView and SGFINDEX
Enabled by SGFinDex (Singapore Financial Data Exchange), OCBC Financial OneView consolidates all your financial information securely, so that you can track all your accounts in one place.
SGFinDex is a joint initiative by Monetary Authority of Singapore (MAS), and the Smart Nation and Digital Government Group (SNDGG). This gives individuals access to financial information held across different government agencies and financial institutions.
Manage all your finances in one place
Looking for better ways to track your finances? Consolidate all your financial information from 7 participating banks (OCBC Bank, Citibank, DBS/POSB, HSBC, Maybank, Standard Chartered Bank, UOB), 7 participating insurers (AIA, HSBC Life, Great Eastern Life, Manulife Singapore, Income, Prudential Assurance Company Singapore and Singlife) – SGX CDP, and selected government agencies such as CPF, IRAS, and HDB.
View your consolidated financial data securely
Just like how you have entrusted us with safeguarding your money, your data will be securely protected with stringent security measures (e.g. end-to-end encryption). Singpass is also required to log in to SGFinDex to retrieve your data.
Get personalised insights beyond just data summary
Use insights personalised for you to understand where you’re at and where you want to be. Let us get you there so you can save more, earn more, and spend wisely.
Achieve your financial wellness with guided journeys
Stay on top of your finances without the need for complex spreadsheets or third party apps. Use our simple and intuitive tools to help you make better-informed decisions towards achieving your goals.
As seen on
TRACKING AND PLANNING YOUR FINANCES CAN BE SIMPLE AND EASY
Adulthood brings great responsibilities. You need to set financial goals, plan for retirement, invest your money, get insurance, top up your CPF, and the list continues. Feeling overwhelmed yet?
Find out how Kelvin Learns Investing uses OCBC Financial OneView to track and plan his finances easily.
Awards
We are committed to developing innovative approaches that empower you on your personal financial journey. Here are the awards and accolades that we have won thus far.
Best Open Banking Initiative
Global Retail Innovation Awards 2023
Global Retail Innovation Awards 2023
Best Customer Experience via Mobile and Internet Banking
Digital CX Awards 2022
Digital CX Awards 2022
Best Mobile Banking Initiative
Global Retail Banking Innovation Awards 2022
Global Retail Banking Innovation Awards 2022
Highly Acclaimed: Best Open Banking Initiative
Global Retail Banking Innovation Awards 2021
Global Retail Banking Innovation Awards 2021
Asia's Leader in Customer Engagement
IDC Financial Insights Innovation Awards 2023
IDC Financial Insights Innovation Awards 2023
Best in Future of Customers and Consumers: OCBC Financial OneView
IDC Future Enterprise Awards 2021
IDC Future Enterprise Awards 2021
Recognition of Excellence: IRAS Tax Payment Initiative
6th SG OpenGov Leadership Forum 2021
6th SG OpenGov Leadership Forum 2021
Additional Information
Achieve your financial goals
Plan ahead with personalised financial tips from OCBC Financial OneView
New to OCBC Financial OneView?
Get started and track all your finances on one free financial dashboard.
If you do not have the OCBC Digital app, you can download the app on the Apple App Store, Google Play Store or Huawei App Gallery.
or
For existing OCBC Financial OneView users
Continue to get a holistic overview of your finances and sync to view your latest balances.