FAQ FAQ Settings

FAQ Settings

Settings

Under "My Profile" you can find the two areas "General Options" and "Area Options" that allow you to personalize specific settings in Online Banking.

The start page can be defined under "My Profile" and "General Options", which appear after login.

Personal pending items may be:

  • Payment orders for authorization after login
  • Tele DTA files for authorization
  • Electronic bills for processing
  • Corporate actions for processing

Pending items can be activated as the starting page after login.

The password can be changed under "My Profile" and "General Options". However, if you have forgotten your password or there is an error, please contact the Online Banking hotline.

By defining "My Links", you gain quick access to your required service areas in Online Banking. The defined links (a maximum of ten are possible) can be added to, removed, modified and re-organized with just a few clicks.

Once your links list has been activated, it appears at the top of your main navigation bar, allowing you to reach the screens you want even more quickly.

Default setting for accounts: 

  • Default account: with this option, you can choose which account you want to be displayed first when calling up a detail page (e.g. Bookings).
  • Preferred balance: the balance selected in this option is displayed in the upper section of the account detail pages. This is used to calculate the balance preview.

Default setting for safekeeping accounts: 
Default safekeeping account: with this option you can choose the safekeeping account to be displayed first when calling up the "Safekeeping Accounts" page in the "Accounts & Assets" area.

Default setting for assets: 
Valuation currency: you can use this option to specify that the market value on the overview page should be displayed in a currency other than Swiss francs.

This setting can be used to determine how error messages are displayed. Select "No" to display error messages on the corresponding browser page. Select "Yes" to receive the error message as a system report in a separate window. You can increase contrast to improve legibility, which is particularly important for people with sight disabilities. Activate the check box "High."

Under "Contracts" and "User Rights" you can see your rights and the rights of all other authorized users with access rights to the same accounts/safekeeping accounts. The user who is logged in is not included.

Only the access rights of other users in the same contract group as the user who is logged on are visible.

As a user with collective issuing rights, you can also see which users from the same contract group also have collective issuing rights. You can do this while inputting a payment or after transmission (also see the "User Rights" link after "Send").

If a previously entered payment was modified or approved, you will also see which users from the same contract group have collective issuing rights (see link "User Rights" after "Send"). The user who is logged in is not included.

Direct Net Self Administration

Direct Net Self Administration enables independent management of Online Banking user rights for corporate clients.

Independent management of Online Banking user rights in respect of company-owned accounts with no additional formalities and the immediate operational validity of all Online Banking user rights applied, deleted or blocked online.

The administration of user rights is possible at any time, including outside bank opening hours, so you can manage all your current Online Banking user rights at any time.

Independent management of password and identification elements, including a mailing address.

Currently, the authorized company domiciles are Switzerland and Principality of Liechtenstein.

In order to be able to apply for Direct Net Self Administration, please contact your client advisor.

A Direct Net contract for a first-time Online Banking user is mandatory.

Technical specifications in accordance with www.credit-suisse.com/onlinebanking/faq

No. People who do not have an Online Banking contract may also be nominated as Direct Net administrators.

Yes, you can use the same login security credentials as for Direct Net.

There are 2 types of administrators: Master Administrator and Support Administrator.

Master administrators must have individual or collective signatory power with a specimen signature.

They are authorized to enter, delete and release user rights, and to order or unblock security features, and to edit their mailing address.

Compared to master administrators, support administrators cannot release any user rights.

DN Login > Contracts > User Rights Administration.