Manage my 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.

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.

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. 

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.  

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.

You are also welcome to contact us by telephone or in person at the nearest branch. Please find the details in "contact us" below.

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.

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. 

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.

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.

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.

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.

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.