The purpose of SGFinDex is to allow customer to aggregate their financial data with other banks, SGX and insurance companies to get a consolidated view. The primary use case is to facilitate financial planning.

The 7 participating banks are UOB are Citibank, DBS/POSB, HSBC, Maybank, Standard Chartered Bank and OCBC. The participating insurance companies are AIA, Great Eastern, Prudential, Manulife, Income, HSBC Life, Singlife with Aviva. The participating government agencies are CPF, Income (IRAS) and HDB.

If the organisation is not in the list, it means the financial institution is not a participant of SGFinDex. Customer with relationship with those financial institutions, would not be able to use SGFinDex to aggregate their financial data.

You will need to perform an initial setup by providing your consent and link your financial institution accounts with SGFinDex. You may do so by logging into UOB TMRW, go to "Wealth" tab and click on "SGFinDex One View".

You will need to perform an initial setup by providing your consent and link your financial institution accounts with SGFinDex. You may do so by logging into UOB TMRW, go to "Wealth" tab and click on "SGFinDex One View".

The consent period lasts for 365 days (including the first day) after the first consent was made.

For illustration, if you had made a consent for UOB to release data to SGFinDex on 1st Jan 2021, and subsequently had made a consent for DBS to release data to SGFinDex on 1st Mar 2021, all consents will expire on 31st Dec 2021. If you were to attempt a data retrieval on 1st Jan 2022, there will be no data retrieved, and you will have to grant your consent again.

Unfortunately, Accredited Investor, who are tagged with individual banks, are excluded from using SGFinDex to share their data with other banks. However, you can still retrieve data into the bank that you are tagged to as an Accredited Investor.

Based on the organization selected, please refer to the table for data released.

Bank Data

ProductData Shared
CASA & FD Product name, Account Number (masked), Account Type (Current/Saving/FD), Account Relationship (Single/Joint-AND/OR), last 4 months completed calendar month-end balance (amount, month, currency)
Loan (Secured & Unsecured) Product name, Account Number (masked), Account Relationship (Single/Joint-AND/OR), last statement balance (amount, month, currency)
Credit Cards Product name, Card Number (masked), last 4 months statements’ balance (amount, currency)
Unit Trusts Account Number (masked), Account Relationship (Single/Joint-AND/OR), holding’s ISIN, ISIN suffix, last calendar month-end balance (quantity), balance type (total or available)
SRS & CPFIA Account Number (masked), month-end cash balance amount, holding type (unit trusts, Bonds, equity, insurance, FD), ISIN (for unit Trusts and bonds), ISIN suffix, stock Code (for equities), product Name (for FD and others), last calendar month-end balance (amount for Insurance and FD, quantity for others), balance type (Total or available)

Government Data

ProductData Shared
CPF Ordinary Account (OA), Special Account (SA), Medisave Account (MA), Retirement Account (RA)
Income (IRAS) Year of Assessment, Employment Income, Trade Income, Property Income, Interest Income
HDB HDB Outstanding Loan Balance, HDB Monthly Loan Instalment Amount

SGX Data

ProductData Shared
Equities, ETFs, Bonds, Structured Products and Others Security Type, Security Name, Security ISIN, Total Balance, Market Value

Insurance Data

ProductData Shared
Life and Health Insurance
  • Policy details (e.g., name of policyholder and insured, policy maturity date, policy surrender information, policy premium information)
  • Coverage details (e.g., product name, sum insured, hospitalization benefits, plan effective and expiry date)
  • Fund details -where applicable (e.g., fund name and fund market value)
  • Projected future policy value (where applicable)

You can go to SGFinDex portal via UOB TMRW to revoke all your consents. The consents can be revoked all at one place, but individually one by one.

No. You will not be able to select the data that you wish to release.

The CASA data returned by SGFinDex is previous months’ month end data. It is not real time. That is why it can be different from the amount that is shown in PIB.

There are stringent security measures in place to safeguard your personal data that passes through SGFinDex. Your data is encrypted when it is retrieved through SGFinDex and only the financial planning application/website(s) that you have authorised to receive your data is able to decrypt the data. The authentication and authorisation process is underpinned by SingPass.

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