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.
*Participating insurers: AIA, HSBC Life, Great Eastern Life, Manulife Singapore, Income, Prudential Assurance Company Singapore and Singlife.
Enabled by SGFinDex (Singapore Financial Data Exchange), OCBC Financial OneView consolidates all your financial information securely, so that you can track all your accounts in one place.
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.
Looking for better ways to track your finances? Consolidate all your financial information from 7 participating banks (OCBC Bank, Citibank, DBS/POSB, HSBC, Maybank, Standard Chartered Bank, UOB), 7 participating insurers (AIA, HSBC Life, Great Eastern Life, Manulife Singapore, Income, Prudential Assurance Company Singapore and Singlife) – SGX CDP, and selected government agencies such as CPF, IRAS, and HDB.
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.
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.
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.
Adulthood brings great responsibilities. You need to set financial goals, plan for retirement, invest your money, get insurance, top up your CPF, and the list continues. Feeling overwhelmed yet?
Find out how Kelvin Learns Investing uses OCBC Financial OneView to track and plan his finances easily.
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.
IDC Financial Insights Innovation Awards 2023
IDC Financial Insights Innovation Awards 2023
IDC Future Enterprise Awards 2021
IDC Future Enterprise Awards 2021
6th SG OpenGov Leadership Forum 2021
6th SG OpenGov Leadership Forum 2021
Global Retail Banking Innovation Awards 2021
Global Retail Banking Innovation Awards 2021
Digital CX Awards 2022
Digital CX Awards 2022
Global Retail Banking Innovation Awards 2022
Global Retail Banking Innovation Awards 2022
Get started and track all your finances on one free financial dashboard.
If you do not have the OCBC Digital app, you can download the app on the Apple App Store, Google Play Store or Huawei App Gallery.
For existing OCBC Financial OneView users
Continue to get a holistic overview of your finances and sync to view your latest balances.
