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.
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.
Manage your money like a pro
Manage and track your financial goals, all in one place.
Banking that thinks ahead for you
Get intelligent insights for smarter banking decisions.
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.
a quick look at what you can expect
Watch the new Wealth Dashboard in action
Get the full scoop on your finances—served up on a single platter.
Wealth
Invest at your fingertips
Your one-stop investment portal to grow your wealth.
Invest in equities while on the go
Access 15 global exchanges, 24/7 wealth insights and a wide range of investment products.
Leave the thinking to us with RoboInvest
Combining technological know-how with human expertise, we bring you the best of both worlds to help you grow your wealth while you sit back and relax.
Understand and plan for your future needs
OCBC Life Goals helps you to forecast your long-term needs so you feel more prepared.
Convert up to 10 major foreign currencies, 24/7 with $0 admin fee
Be it for your travels, shopping sprees or investments, exchange foreign currencies at attractive rates. Get real-time notifications on your preferred rates with Rate Alerts and lock them in with Auto-execute orders.
Grow your wealth with our investment solutions
Manage your wealth anytime, anywhere. Invest in Unit Trusts, SGS, TD, BCIP or contribute to your SRS account.
Manage your wealth anytime, anywhere. Invest in Unit Trusts, SGS, TD, BCIP or contribute to your SRS account.
Be covered from life's uncertainties
Find peace of mind for yourself and loved ones with our comprehensive insurance coverage.
Find peace of mind for yourself and loved ones with our comprehensive insurance coverage.
The power of investing in gold and silver is now in your hands
Diversify your portfolio with safe haven investments without physical storage and at zero sales charge.
Diversify your portfolio with safe haven investments without physical storage and at zero sales charge.
Money Management
Stay on top of your finances
Track and manage your money, with personalised insights to plan ahead.
Convenient local and overseas fund transfers
Send money anytime, anywhere to family and friends via their mobile number registered on PayNow or Thailand’s PromptPay service. You may send up to S$200,000 a day for all PayNow transactions.
Take control of all your money
Enabled by SGFinDex, Your Financial OneView shows you a consolidated view of your money from your banks and selected government agencies.
Track and manage your money with ease
Track your spending all in one place. Set spending limits and we'll notify you when you're spending too fast.
Never miss a bill payment with GIRO
Automate your payments in real-time via eGIRO with OCBC or directly from the IRAS portal.
NEW Seamless QR withdrawals and mobile payments
Introducing Scan & Pay on the OCBC app - make seamless mobile payments at participating merchants and cardless cash withdrawals at OCBC ATMs by scanning the QR code.
All your cards under your control
Lock your card, request for a replacement card, activate your new card and more – all with just a new tap with our card control features.
Scan and pay everywhere
Where to access the Scan & Pay services?
Follow the steps below to make QR code payments and cardless cash withdrawals using the OCBC app.stay secure
Manage all your banking needs with OneToken
Enjoy a hassle-free, seamless and secure online banking experience when you activate OneToken.
One digital token on your mobile for all your banking needs
No more hardware token or SMS OTPs to make transactions. All you need is your mobile phone once you’ve activated your OneToken.
Learn moreNo more hardware token or SMS OTPs to make transactions. All you need is your mobile phone once you’ve activated your OneToken.
Learn moreRECOGNISED 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
Additional information
Terms and conditions
Important notices
Trademarks usage
Apple and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.
App Store is a service mark of Apple Inc., registered in the U.S. and other countries.
Android, Google Pay and Google Play are trademarks of Google LLC.
HUAWEI, the Huawei logo and the AppGallery logo are trademarks of Huawei Technologies Co., Ltd.
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 app
Scan the respective QR code to download the app on the App Store, Google Play or Huawei App Gallery.
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