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.
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 on your free dashboard – enabled by 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 across participating banks, insurers, SGX CDP, CPF, HDB and IRAS on one free financial dashboard.
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
Enabled by the Singapore Financial Data Exchange (SGFinDex), OCBC Financial OneView allows you to access all your financial information from 7 participating banks – OCBC Bank, Citibank, DBS/POSB, HSBC, Maybank, Standard Chartered Bank, UOB – 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.
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.
Plan ahead with personalised financial tips from OCBC Financial OneView
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For existing OCBC Financial OneView users
Continue to get a holistic overview of your finances and sync to view your latest balances.