The 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.
A QUICK LOOK AT WHAT YOU CAN EXPECT
Watch the Wealth Dashboard in action
Get the full scoop on your finances—served up on a single platter.
See your net worth
Manage all your finances in one place
Track all your finances across participating banks, insurers*, SGX CDP, CPF, HDB and IRAS in a single dashboard to understand your overall financial health.
View your insurance policies across 7 insurers*
Knowing all your insurance policies like the back of your hand is the first step to a stronger protection and financial plan.
Pay your taxes with ease
In partnership with IRAS, OCBC is the first bank in Singapore to enable digital access and payment of outstanding tax balances to OCBC Financial OneView.
*Applicable to: AIA, HSBC Life, Great Eastern Life, Manulife Singapore, Income, Prudential Assurance Company Singapore and Singlife.
Cash in, cash out – see it all laid out
See your money’s journey all mapped out
Get the facts in one place – track all your transactions with a sleek, consolidated dashboard.
Choose where each transaction is categorised
No one knows your finances better than you. Take control by sorting your transactions into categories like food and drinks, shopping or entertainment.
Track every transaction
Say goodbye to manual tracking using spreadsheets! Add transactions not made using an OCBC cards or accounts to get a fuller view of your finances.
Spot splurges before they snowball
Keep your finances in check by monitoring your month-on-month spending trends. This helps you adjust your spending and finish the month well.
Smart budgeting with minimal effort
Experience guided budgeting from start to success
Setting up a feasible budget is simple with our step-by-step guide.
Set a budget and let us help you stick to it
Set spending limits by category. Then, pin your favourite three categories to your dashboard for an instant reality check.
Need to cut back on your spending? Our smart tips are here to help.
Own your budget, make the call
Personalise your budget to fit your lifestyle. From choosing when your budget resets to whether you will receive notifications when 80% and/or 100% of your budget is reached, the decision is yours.
Track in real time and eliminate the guesswork
Compare your spending against your budget – by category and overall – to always know where you stand.
Keep the streak, keep your savings
Budgeting is a marathon, not a sprint. To keep you going, we will give you a little nudge (or cheer you on!) based on how consistently you have stayed on budget.
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.
Plan your next move with confidence
In this environment of uncertainty, we know how important it is to stay on top of the latest market news. With Wealth Insights, receive timely updates and tips on how you can manage, protect and grow your pot of gold.
GROW YOUR WEALTH AT YOUR FINGERTIPS
Explore our wide range of investment options and expert wealth insights in one place so you can build a portfolio that works just for you.
Protect what matters most, bridge the gaps with us
With the OCBC app, we help you uncover the right insurance solutions to safeguard your family's future. Every moment together is precious — let us bridge the gaps in protection so you can cherish every heartbeat.
Track all your policies in one place
Too many policies from different insurers? Consolidate your policies across 7 insurers* in one place for greater clarity on your insurance coverage and premiums - enabled by SGFinDex.
Do you know if you are over- or under-insured?
From life to critical illness and long-term care coverage and more, let us guide you in reviewing your current coverage and identifying gaps in your protection needs.
Take steps to close your gaps
Now that you have identified your coverage gaps, take steps to bridge the difference with our suite of products.
*Applicable to: AIA, HSBC Life, Great Eastern Life, Manulife Singapore, Income, Prudential Assurance Company Singapore and Singlife.
Plan accurately for your retirement
The power to achieve your dream retirement is now in your hands. Make the most accurate plans for your retirement so you can live your golden years on your own terms.
Plan for your children’s education
Create a savings plan to secure your children’s educational future.
Set. Save. Go!
Trying to save for that perfect vacation, latest gadget or shiny new car?
Set up one or more Savings Goals to stay on track and make all your dreams a reality.
Awards
1
2
4
1
2
3
DISCOVER MORE FEATURES
Experience the 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
FAQs
Common questions
What is the 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.
Download OCBC app
Scan the respective QR code to download the app on the App Store, Google Play or Huawei App Gallery.
Are you sure you want to leave our site?
You are leaving the OCBC Bank website and about to enter a third party website that OCBC Bank has no control over and is not responsible for. Before you proceed to use the third party website, please review the terms of use and privacy policy of their website. OCBC Bank’s Conditions of Access and Privacy and Security Policies do not apply at third party websites.
See what's included in the package
3 days 2 nights package for 2 to Hong Kong includes:
- 1 pair of tickets to watch Spurs vs Gunners in the Hong Kong Football Festival 2025 held at Hong Kong’s Kai Tak Stadium on 31 July 2025
- 1 pair of Singapore Airlines economy class return air tickets, departing from Singapore for Hong Kong on or around 30 July 2025 and departing from Hong Kong for Singapore on or around 1 August 2025
- 1 double occupancy accommodation at a 4-star hotel at Hong Kong from 30 July to 1 August 2025 (2 nights)
Excludes:
- Transportation to and from airports;
- Transportation within Singapore;
- Transportation within Hong Kong;
- Travel insurance; or
- Reimbursement of any expenses not stated herein (including but not limited to, visa application fees, relevant travel taxes, food and beverages, and other events or activities etc.).