Manage my accounts
Here you will find answers, tips, and useful information about ordering statements and other matters concerning your client relationship.
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How can I view my extract of account in CSX?
There is no provision in CSX for an extract of account created automatically each month. You can view your account bookings at any time in the booking overview. A booking is considered accepted if no objection is received by the bank within 30 days from the date of electronic accessibility. At the end of the year, you will receive an account statement for the entire year together with the Statement of interest (and capital).
If you need an item statement with a specific posting period, you can create it in Online Banking. This function is currently only available in the browser version of Online Banking.
To do this, select the desired account after logging in and select "View all bookings". Then you can personalize the view via "Search" and save or print it in the desired format via "PDF / Export".
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What is both the simplest and most comprehensive banking package?
CSX gives you the expertise and reliability of Credit Suisse along with the user-friendliness of a mobile app. CSX is a digital package that includes the most important banking services you need in your daily life, and it is quite simple to open via the app. To do this, simply scan the appropriate QR code with your mobile phone, download the CSX app and follow the instructions.
You are also welcome to contact us by phone. Click "Contact" at the bottom of this page for details. Please be aware that the opening is only possible via app. More information ->
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I opened CSX. How can I switch between CSX and my existing accounts?
To switch between the view of CSX and your existing customer relationship, it is necessary to log out of the app (More --> Log out) and then log in again with the other contract / password.
Use the drop-down menu on the login page under "Manage User ID" to organize your User IDs and mark your most used account as a favorite.
A view under the same contract number is technically not possible.
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How do I view all of my accounts?
The easiest way to view all of your accounts is in Online Banking. To do so, log in to Online Banking and click on «Accounts and cards» --> «Accounts».
Don't have Online Banking yet? Sign up here.
Log in to Online Banking -
Where can I find details such as the IBAN, BIC/SWIFT, or clearing for my account?
The IBAN is shown on all pages in the «Account» area in your Online Banking. You can find the BIC at the top of the account pages. To see the clearing number, please select «Account details» at the top of the account detail pages.
Don't have Online Banking yet? Sign up here.
Account details By accessing the videos and/or podcasts in this page, you hereby consent to Credit Suisse disclosing your full IP address to YouTube and/or SoundCloud for the purpose of enabling you to view or listen to the content hosted in those platforms. These third party platforms are not operated or monitored by Credit Suisse, and your IP address and any other personal data collected, processed or stored by these third party platforms will be subject to their own privacy policies, and Credit Suisse will not be responsible for their treatment of personal data. -
What bookings can I see under «Bookings» in online banking?
The «Bookings» page shows what has been posted to your account. Under the default setting, you will see the bookings from the last 30 days. You can also change the time period or number of bookings shown directly on the «Bookings» page. The selection will be saved for future Online Banking sessions.
Don't have Online Banking yet? Sign up here.
View Bookings -
I am looking for a specific booking to my account. How do I find it?
You can set filters to find a specific booking in Online Banking. Please note that under the default setting, you will see the bookings from the last 30 days. You can also change the time period or number of bookings shown directly on the «Bookings» page.
Don't have Online Banking yet? Sign up here.
Searching for specific bookings You are also welcome to contact us by telephone or in person at the nearest branch. Please find the details in "contact us" below.
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Where can I find the balance history of my account?
You can view account balances from the past. To do so, click on the following link.
Don't have Online Banking yet? Sign up here.
Balance History -
What is the Balance Optimizer and how do I set it up?
Use the Balance Optimizer to make your own rules for automated account transfers. This gives you an automatic and flexible solution for managing liquidity in your accounts.
You can:
- Optimize credit interest rates and make full use of savings potential
- Distribute available liquidity without manual effort
- Efficient cash management with simple administration
- You manage the rules yourself in Online Banking
Here you can set up your Balance Optimizer.
Balance Optimizer By accessing the videos and/or podcasts in this page, you hereby consent to Credit Suisse disclosing your full IP address to YouTube and/or SoundCloud for the purpose of enabling you to view or listen to the content hosted in those platforms. These third party platforms are not operated or monitored by Credit Suisse, and your IP address and any other personal data collected, processed or stored by these third party platforms will be subject to their own privacy policies, and Credit Suisse will not be responsible for their treatment of personal data. -
What is the estimated balance?
The estimated balance is an overview that shows the estimated future balances of your accounts. This is calculated using the current balance, previously entered payments, and standing orders in the future. This preview does not include incoming payments and withdrawals with a debit card or direct debit.
You can change your account settings to view which bookings are used to calculate your balance at the top of the account detail pages. These settings are also used to calculate the estimated balance.
Estimated balance -
Where can I find my account statements, or where can I order them later?
If you have already set up e-documents, you can view them in Online Banking at «Products and Services» --> «E-Documents»
If you did not find the document you want under «E-Documents», you can still order it by going to «Products and services» --> «Orders» --> «Account Statements» and/or «Tax Statement».
Please note that a fee is charged to prepare a tax statement. It depends on the number of items (number of accounts, securities in your safekeeping account, mortgages, etc.). Further information on the Tax Statement Switzerland can be found at this link.
By accessing the videos and/or podcasts in this page, you hereby consent to Credit Suisse disclosing your full IP address to YouTube and/or SoundCloud for the purpose of enabling you to view or listen to the content hosted in those platforms. These third party platforms are not operated or monitored by Credit Suisse, and your IP address and any other personal data collected, processed or stored by these third party platforms will be subject to their own privacy policies, and Credit Suisse will not be responsible for their treatment of personal data.You are also welcome to contact us by telephone. Please find the details in "contact us" below. Please also note that fees may apply for reorders.
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How do I order payment slips for my account?
The simplest and most economical option is the "BESR Easy payment slips." These have a reference number that you can manage yourself. You can order the payment slips directly in Online Banking under «Products and services» --> «Orders» --> «Payment Slips»
You can order other types of payment slips from the advisory team. Please find the details in "contact us" below. Please also note that various fees apply to payments using payment slips.
Don't have Online Banking yet? Sign up here.
Order payment slips -
The account holder (or one of them) died. What now?
This difficult period of mourning raises questions about many things, including the deceased’s banking relationship.
We’ll help you get through all the red tape awaiting you. Therefore we created a leaflet (PDF).
Please find further information and contacts of our inheritance support team on our website. You are also welcome to contact us by telephone or in person at the nearest branch. Please find the details in "contact us" below or contact your relationship manager.
Contact details can be found on your account statements or in your Online Banking.
Find further information -
How can I open or modify a rental deposit or close an existing account?
Opening
You can initiate the opening directly using the form below. Please note that the form must be filled out completely and that the legally required attachments must be submitted together with it where necessary. Once it has been prepared, please send the form to the address specified above on the right.Opening form (PDF) Credit Suisse also offers a flexible version of rent deposit: CSX Rent
Closing a rental deposit
In order to close an existing rental deposit, you are required to completely fill out and sign the form below and submit it to us. Please note the explanations regarding the release and transfer of a rental deposit in order to avoid unnecessary delays. Expectation/duration?
Closing form (PDF) You can find more information about rental deposit savings account below the following link:
Further information For questions about your rental deposit account, we are happy to help you on 022 392 49 82 from 8 a.m. to 5 p.m. For all other questions, you will find the right contact person at the bottom of this page below “contact".
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We like to open an account for an association/condominium association or there are changes for an existing client relationship. What do we need to do?
Existing clients: Associations / condominium associations with an account with Credit Suisse
In order to change the signatory authority vis-à-vis the bank, we need the following documents:- Signed minutes of the last meeting documenting the election of the current management board members. In the case of condominium associations, a signed copy of the administration agreement or minutes of the owners' meeting where the new administration was elected.
- Authenticated ID copies* of the management board members / administrators providing specimen signatures.
Please note that adjustment, including the review of your documents, can take one to two weeks.
New clients: Associations / condominium associations without an account with Credit Suisse
We would be happy to send you the opening documents in order to open a new account for an association and/or a condominium association. Please send us the following information/documents first:- Signed minutes of the last meeting documenting the election of the current management board members. In the case of condominium associations, a signed copy of the administration agreement or minutes of the owners' meeting where the new administration was elected.
- In the case of associations: Copy of the current articles of incorporation.
- In the case of condominium associations: Land record extract (dated within past 12 months) and bylaws of the condominium association (copy).
- Authenticated ID copies* of the management board members / administrators providing specimen signatures.
Please note that the opening, including the review of your documents, can take up to two weeks.
Our mailing address for the delivery of documents is:
Credit Suisse (Switzerland) Ltd.
SACS 21
P.O. Box 2563
6830 Chiasso*The simplest option, which is free of charge, is for the new management board members / administrators to visit a counter at a Credit Suisse branch in order to have an ID copy made.
Find branch Municipalities and post offices also offer this service (subject to charge in some cases).
Didn't find what you were looking for?
We are also happy to help you by contact form, telephone or personally in our branches. You will find our contact details or the way to the nearest branch below.
