See all your money in one place with Your Financial OneView

If you have any questions about SGFinDex or Your Financial OneView, we are here to help.

Common questions
  • Where can I use Your Financial OneView?
    You can use Your Financial OneView via OCBC's Internet Banking and Mobile Banking app.
  • Am I automatically opted in for Your Financial OneView?
    No. You will only be able to use Your Financial OneView to see your consolidated banks' and government agencies' account balances after you have given explicit consent to SGFinDex using Singpass. It is always your choice!
  • Do I need to pay to use Your Financial OneView?
    No, this is free of charge.
  • Is it safe to share my data via SGFinDex?
    There are stringent security measures in place to safeguard your personal data that passes through SGFinDex (e.g. end-to-end encryption). SGFinDex does not store or have access to your financial data.
  • I do not bank with any of the 7 banks, can I still use Your Financial OneView and SGFinDex?
    You will need to set up a banking account with the participating banks before you can use Your Financial OneView and SGFinDex.
  • Are there other prerequisites to use Your Financial OneView and SGFinDex?

    You are required to have a Singpass account to log in to SGFinDex, and an OCBC Online Banking access to use Your Financial OneView.

    If you are foreigner or if you have recently received your Singapore Permanent Resident status, please update your FIN or PR status/Singapore NRIC with us.

  • Why do I have to use my Singpass to log in to SGFinDex?
    As SGFinDex is an industry platform that leverages on Myinfo infrastructure, Singpass is the official digital identity that allows users to securely access SGFinDex to connect their bank accounts.
  • Are all OCBC customers able to use Your Financial OneView?

    No, corporate customers will not be able to use Your Financial OneView.

    In addition, customers who are accredited investors (AI) will not be able to use Your Financial OneView. Although AI customers can give consent to connect their banks to SGFinDex, they will not be able to retrieve their data from participating banks whom they are registered as AI customers.

  • I have given consent to connect my banks to SGFinDex. Does that mean that all banks will automatically have my data?
    No, all banks will not automatically have your data. You will have to log in to SGFinDex again to retrieve your data via the other banks' Internet or Mobile Banking platform.
  • How long does my consent last?
    Your consent is valid for 365 days from the date you have connected your first bank to SGFinDex. Thereafter, your consent will expire, and you will have to provide your consent again.
  • Can I amend my consent at any time?

    If you decide not to view selected bank account balances, you may revoke your consent for the specific bank via SGFinDex.

    If you change your mind subsequently, you may still give your consent to connect your preferred banks at any time.

  • Who has access to my information?
    Just like how you normally bank with us, we are always invested in safeguarding your data.

    As per your consent to retrieve data to Your Financial OneView, only authorised personnel will have access to your information for such purposes.
  • Do I need to update my account balances regularly?
    The consolidated account balances are based on previous month's balances and will not be automatically updated. To obtain an updated consolidated view, we encourage you to sync your balances on the 1st day of every month.
  • Why is the amount shown on Your Financial OneView different from my current bank balance?

    Data retrieved via SGFinDex are your bank account's last month-end balances or last statement balances and will not be automatically updated. For example, if you retrieve your data on 7 Dec 2020, the data retrieved will be as of 30 Nov 2020.

    Your government data are the latest available balances.

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Log in to OCBC Digital and sync your financial information with SGFinDex.

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