Show me how to achieve financial wellness with OCBC Financial OneView

Knowing all your insurance policies like the back of your hand is the first step to a stronger protection and financial plan.

What to expect:

• Be it your accident or health insurance plans, track all your policies in one place for easy review of your insurance coverage.
• Can’t remember when your premiums are due for payment? We remind you so that you don’t have to. What’s more, make premium payments to Great Eastern Life, AIA and Income directly via OCBC Digital.
• Embark on a guided journey to identify protection gaps and purchase insurance coverage suited to your needs.

*AIA, HSBC Life, Great Eastern Life, Manulife Singapore, Income, Prudential Assurance Company Singapore and Singlife

Missing some pieces in your financial puzzle? You can now add your non-participating SGFinDex financial institution’s deposits, loans, insurance policies and investments^NEW into OCBC Financial OneView too! Be in greater control of your net worth with a complete view of your finances.

Participating financial institutions supported by SGFinDex include OCBC Bank, Citibank, DBS/POSB, HSBC, Maybank, Standard Chartered Bank, UOB, SGX CDP and the 7 insurers mentioned above.

As the first bank in Singapore to collaborate with Central Provident Fund Board (CPFB), we are bringing you a simpler way to secure your financial future. Through OCBC Financial OneView, you can now view all your CPF accounts and even make top-ups to your Special and Retirement Accounts directly online.

What to expect:

• View your Ordinary Account, Special Account, MediSave Account and Retirement Account balances all in one place.
• Top up your Special Account or Retirement Account to maximise your retirement savings.
• Enjoy up to 6% interest per annum and higher monthly payouts upon retirement.
• Get tax relief of up to S$16,000 when you make top-ups for yourself or your loved ones.

Source: CPF Board as at 1 Jan 2022

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.

What to expect:

• View your latest assessable income and tax balances in one place.
• View your property tax details easily by using the property address or property tax reference number.
• Proceed to pay your outstanding taxes in 3 simple steps using your OCBC bank account.

Get a more complete overview of your finances when you sync your investment holdings with SGX CDP to OCBC Financial OneView every month.

What to expect:

• View all your SGX CDP holdings in one place.
• Get an estimated market value of all your holdings in SGX CDP.

Meet the ultimate starter guide to investing. You can take the first step towards achieving financial freedom with OCBC Financial OneView’s simple and intuitive self-guided journey.

What to expect:

• Determine your investment risk appetite.
• Select the amount of effort you would like to put into your investments.
• Go on a guided journey that will help you make your first investment with us.

The power to achieve your dream retirement is now in your hands. Make the most accurate plans for your retirement with OCBC Financial OneView so you can live your golden years on your own terms.

What to expect:

• Say goodbye to a fragmented, complex and time-consuming way of planning for your retirement.
• Have your information automatically populated when you retrieve it through SGFinDex.
• Achieve your financial wellness goals with holistic planning for your retirement.

Draw a clearer view of your finances from all your banks and investments with OCBC Financial OneView, so you can easily create a savings plan for your little one’s needs.

What to expect:

• Estimate how much you will need for your child’s educational needs.
• Know where you are at financially by retrieving your balances and investments across all your bank accounts via SGFinDex.
• Create a savings plan to help make their future dreams a reality.

Turn insights into action. OCBC Financial OneView gives you customised insights based on your financial data so you can save more, earn more and spend wisely.

Understand your overall financial health by consolidating your latest finances across banks, SGX CDP and government agencies on OCBC Financial OneView. For existing OCBC account holders, your OCBC account balance will be automatically consolidated once you have opted in to use OCBC Financial OneView.

Don’t have a OCBC deposit account? Maximise your interest by simply opening an OCBC 360 Account and crediting your salary with us.

What to expect:

• Generate a salary crediting letter to your company’s HR department to switch your salary crediting account.
• Have your information automatically populated in the letter.
• Proceed to send the letter from your mobile phone.