Credit Suisse Wealth Management APAC app feature list
Features for clients booked in Credit Suisse AG, Tokyo Branch
Portfolio Overview
Review key details of your portfolio group(s) at a glance:
- Performance over a selected time period(s)
- Cash and cash equivalent balance
- Balance available to invest
- Income and expenditure
- Asset class or currency allocation
Review detailed information relating to your portfolio(s):
- Positions' viewer
- Performance comparison against selected benchmarks
- Cash account balances and activities
- Historical transactions
Insights
Easily find instruments and latest market news on your device:
- View global and regional market news
- Track the performance and other pertinent data relating to companies, financial instruments, and major indices
Watchlist & Notifications
Monitor your selected financial instruments with timely updates:
- Create a personal multiple asset watch list of financial instruments
- Subscribe to notifications on foreign exchange (FX) and equity trade activity, and market data events
eDocuments and Go Green
Access electronic copies of key bank documents:
- Access and download the latest bank statements, correspondences, and advices in electronic format
- Access archived copies (up to 24 months) with ease whenever you need
- Have the option to go paperless and suppress physical printing and mailing of selected notifications, statements, confirmations, advices and correspondences
- To learn more, click here
Mobile token
Simple, swift, and secure access, without a physical security device:
- Conveniently access the App without using a physical security device
- 2 simple steps to complete the one time set up
- For a step by step instructions, click here.
Important information
Online Security Tips
The App is currently available for wealth management accounts which are booked in Australia, Hong Kong SAR, Japan or Singapore. Clients must be registered to access the App. Depending on your country of residence or incorporation, and/or the location of your Credit Suisse account and team member(s), you may not be eligible for access to or certain features may be restricted or not available.
Please note that certain products and services described on this site may not be available in your jurisdiction. The laws and licensing requirements of each country, state, or territory may differ and not all products and services are available in all locations. Our ability to provide certain products and services depends on such laws and the licenses we possess, as well as our determination of a number of other factors, including our clients’ qualifications or other eligibility criteria. Should you have any questions regarding a specific product or service offering, please reach out to your Credit Suisse representative.
Credit Suisse WM APAC app is compatible with iOS 15 and above as well as Android 9.0 and above. iOS is a trademark of Apple Inc. Android is a trademark of Google Inc.
*The Canopy solution is provided by Canopy Pte Ltd. Please note that Credit Suisse AG (Unique Entity Number in Singapore: S73FC2261L), which is incorporated in Switzerland with limited liability, being the parent group of Credit Suisse AG, Hong Kong Branch and Credit Suisse AG, Singapore Branch (the “Bank”), Credit Suisse AG, holds a non-controlling shareholding in Canopy Pte. Ltd. Notwithstanding the foregoing, Canopy Pte Ltd. is a separate legal entity to both the Bank and its parent group, Credit Suisse AG. The Canopy solution is not developed or offered by either the Bank or its parent group, Credit Suisse AG. It is not and shall not at any time be treated as an agent, employee and/or representative of the Bank or its parent group, Credit Suisse AG. Depending on your residency, the location of your Credit Suisse account and relationship manager, the Canopy solution may not be available to you. The "CANOPY" name is a trademark and property of Canopy Pte Ltd.
Credit Suisse AG (Unique Entity Number in Singapore: S73FC2261L) is incorporated in Switzerland with limited liability.