Online & Mobile Banking Online Banking 

Online Banking 

Do Your Banking Anytime with Credit Suisse Direct – Quickly, Easily, and Securely

Simple and user-friendly

Platform

The platform offers our private clients a completely new online banking user experience. You can set up your own landing page and focus on what is most important to you. The platform also offers you new and improved administrative functions, notification options, and self-service options.

Your benefits

  • Simple user guidance
  • Accessible via desktop, mobile phone, or tablet
  • Adjustment of the landing page to meet individual user needs
Platform

Additional information can be found in the video.

Clear and precise

Portfolio

The portfolio overview offers you a compact listing and graphic presentation of your assets and investments in detail. This gives you an idea of how balanced your portfolio is. You can choose the composition of the contents yourself and get a picture of the individual performance.

Your benefits

  • Comprehensive overview of assets and investments
  • Personal presentation of the overview
  • Now with performance overview
Portfolio
Comprehensive and structured

Accounts

The accounts overview shows you your accounts, your assets, and your booked transactions, including details. The balance preview allows you to plan your financials or review your account movements in the form of a graphic presentation.

Your benefits

  • Functional design and graphic presentations for a distinct overview
  • Easy access to bookings
  • Balance preview provides planning overview
Accounts
Fast and efficient

Payments

Credit Suisse Direct's smart payment assistant allows you to make payments quickly and easily. The simple search function for executed transfers provides you with a suitable basis for your planned payments. You can also make account transfers in a matter of seconds.

Your benefits

  • Simple and time-saving payment transactions
  • Template suggestions for single payments and standing orders
  • Electronic bills at the click of the mouse
Payments

Additional information can be found in the video.

Independent, but connected

Securities and foreign exchange trading*

Credit Suisse Direct makes it possible for you to trade securities and currencies worldwide at more than 70 stock exchanges. Thanks to a fast and simple order processing you can react quickly to current market trends.

Your benefits

  • New FX spot and FX forwards trading capability
  • Intuitive order entry screens
  • Clear and simple position overview


 
* This function will be activated in the near future, subject to legal agreements and availability.

Securities and foreign exchange trading
Easy and secure

Screen sharing*

The screen sharing function gives you a secure option for sharing your online banking view with Credit Suisse. Thus, your client advisor can disclose documents to you and comment on your processes in real-time. Additionally, it is much easier for you to receive help from our online banking support.

Your benefits

  • Comprehensive online advice where you need it
  • Fast and efficient support
  • Simplified communication
     

* This function will be activated in the near future, subject to legal agreements.

Screen sharing

Do you need the payment function using DTA or the direct link to “Research and Market Data”? In this case, please log in to the familiar Online Banking platform of Credit Suisse.