Secure Authentication
For maximum security, every login is protected by two-factor authentication. In addition to a password, biometric authentication is also supported.
Documents
All important banking documents in one place.
Here you can find account statements, confirmations as well as your portfolio valuations—available digitally at any time and clearly organized.
Overview
Keep track of your portfolios at all times.
In the overview, you can see the current market value of your portfolios and easily switch between them. You can also view how your investments are distributed within each portfolio.
Performance
Track the development of your investments.
In the performance section, you can view the value development of your selected portfolio. Using a date selector, you can analyze specific time periods and display the performance graphically.
Positions
Keep an eye on the allocation of your investments.
Here you can see your investments by asset classes and currencies, so you always know how your portfolio is structured.
Transactions
All transactions displayed transparently.
In the transactions section, you can view all executed orders and transactions within a portfolio—including date and amount.
Payments
Manage your payments easily and efficiently.
You can view all your portfolios as well as pending, outstanding, or already executed payments at a glance.
The following payment types are available:
- IBAN payments
- Payments in foreign currencies
- Internal transfers between portfolios
- Domestic payments in CHF
- QR payments
Exchange Rates
Keep track of the most important exchange rates.
Depending on the currencies held in your portfolios, the relevant exchange rates are displayed automatically.
