OCBC Financial OneView: Overview | OCBC Singapore

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OCBC Financial OneView

Overview

Features

Getting started

Track all your finances across participating banks, insurers, SGX CDP, CPF, HDB and IRAS here – enabled by SGFinDex.

HERE’S A NEW FEATURE THAT’S GOING TO SAVE YOU TIME

Say goodbye to the yearly hassle of giving data-sharing consent, for now and beyond!

Enjoy continuous and hassle-free access to your financial data on OCBC Financial OneView. Your consent to share your data held with us and/or other financial institutions through SGFinDex will be extended by a year each time you sync your financial data. This means you no longer have to manually renew your consent for each financial institution annually!

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A NEW WAY TO VIEW ALL YOUR INSURANCE POLICIES IN ONE PLACE

Track all your insurance policies on one free financial dashboard

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.

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About OCBC Financial OneView and 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 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.

Manage all your finances in one place

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.

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.

As seen on

Financial Horse

Find out how to cope with inflation and rising costs with OCBC Financial OneView.

Financial Horse

Find out how to cope with inflation and rising costs with OCBC Financial OneView.

SG Budget Babe

SG Budget Babe shares how OCBC Financial OneView can be used to track all expenses.

SG Budget Babe

SG Budget Babe shares how OCBC Financial OneView can be used to track all expenses.

SG Budget Babe

SG Budget Babe tells us how OCBC Financial OneView lets her keep tabs on all her accounts in one place.

SG Budget Babe

SG Budget Babe tells us how OCBC Financial OneView lets her keep tabs on all her accounts in one place.

The Simple Sum

The Simple Sum shows us what a good financial plan should look like, and how we can put one together.

The Simple Sum

The Simple Sum shows us what a good financial plan should look like, and how we can put one together.

The Straits Times

Learn more about our newest feature that allows you to make CPF top-ups.

The Straits Times

Learn more about our newest feature that allows you to make CPF top-ups.

TRACKING AND PLANNING YOUR FINANCES CAN BE SIMPLE AND EASY

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.

Awards

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.

Best Open Banking Initiative

Global Retail Innovation Awards 2023

Best Customer Experience via Mobile and Internet Banking

Digital CX Awards 2022

Best Mobile Banking Initiative

Global Retail Banking Innovation Awards 2022

Highly Acclaimed: Best Open Banking Initiative

Global Retail Banking Innovation Awards 2021

Asia's Leader in Customer Engagement

IDC Financial Insights Innovation Awards 2023

Best in Future of Customers and Consumers: OCBC Financial OneView

IDC Future Enterprise Awards 2021

Recognition of Excellence: IRAS Tax Payment Initiative

6th SG OpenGov Leadership Forum 2021

Additional Information

Terms and conditions governing use of Singapore Financial Data Exchange

Achieve your financial goals

Plan ahead with personalised financial tips from OCBC Financial OneView

Get started

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 here – enabled by SGFinDex.

Manage all your finances in one place

View your consolidated financial data securely

Get personalised insights beyond just data summary

Achieve your financial wellness with guided journeys

Find out how to cope with inflation and rising costs with OCBC Financial OneView.

Find out how to cope with inflation and rising costs with OCBC Financial OneView.

SG Budget Babe shares how OCBC Financial OneView can be used to track all expenses.

SG Budget Babe shares how OCBC Financial OneView can be used to track all expenses.

SG Budget Babe tells us how OCBC Financial OneView lets her keep tabs on all her accounts in one place.

SG Budget Babe tells us how OCBC Financial OneView lets her keep tabs on all her accounts in one place.

The Simple Sum shows us what a good financial plan should look like, and how we can put one together.

The Simple Sum shows us what a good financial plan should look like, and how we can put one together.

Learn more about our newest feature that allows you to make CPF top-ups.

Learn more about our newest feature that allows you to make CPF top-ups.

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.

Best Open Banking Initiative

Best Customer Experience via Mobile and Internet Banking

Best Mobile Banking Initiative

Highly Acclaimed: Best Open Banking Initiative

Asia's Leader in Customer Engagement

Best in Future of Customers and Consumers: OCBC Financial OneView

Recognition of Excellence: IRAS Tax Payment Initiative

Plan ahead with personalised financial tips from OCBC Financial OneView

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