Connect Digitally Credit Suisse PB APAC App
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Stay on top of your game with the Credit Suisse PB APAC app
The app serves you powerful advantages such as convenient access to your portfolio(s), market data and Credit Suisse Investment Strategy and Research publications, trading features to seize market opportunities and seamless collaboration with your Credit Suisse team.
The app is available for download on supported iPad1, iPhone1, Android1 mobile devices and a version is also accessible via web browsers.
Portfolio Overview
Obtain a summary of your portfolio(s) at a glance including:
- 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
Market News & Credit Suisse Investment Strategy and Research Publications
Experience Credit Suisse Investment Strategy and Research publications and access to relevant market news through your device:
- View global and regional market news
- Track the performance and other pertinent data relating to companies, financial instruments, and major indices
- Access the latest Credit Suisse Investment Strategy and Research publications
eDocuments and Go-Green
Retrieve your bank documents electronically through your device:
- Receive and download the latest bank statements, correspondences, and advices in electronic format
- Access archived copies (up to 12 months) with ease whenever you need
- Have the option to go paperless and suppress physical printing and mailing of selected statements and transaction advices
Portfolio Risk Analyzer
Assess the risk exposure of your portfolio:
- Review the current risk status of your portfolio versus the selected risk exposure
- Review the instruments within your portfolio that contribute most to the risk of the portfolio
- Simulate portfolio performance in various historical market event scenarios
For Credit Suisse Invest Clients
Access to specific Credit Suisse Invest materials:
- Experience convenient access to your exclusive Credit Suisse Invest portfolio summary page
- Access to the latest best-in-class investment ideas, customized to your chosen strategy and preferences
- Review the details of the investment ideas and retrieve previous ideas which have been sent within the last 30 days
- Receive timely notifications on developments in your portfolio
- For more information on Credit Suisse Invest, 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
- To learn more, click here
Update Your Contact Details
Mobile Token Users can now update their contact details via the App easily to:
- Add/Remove your mobile number or email address and select the account(s) to apply the change
- Change the notification preferences for your mobile number(s) and email address(es)
- Choose the preferred mobile number/ email address for the Credit Suisse PB APAC App
- Click here for a Step-by-Step guide
Wealth Aggregation Tool
Get a holistic view of your holdings across different geographies and asset classes maintained with Credit Suisse and other custodians.
- This solution is provided by Canopy Pte Ltd., a Singapore-based FinTech company.
- Access an aggregated view of your accounts maintained with Credit Suisse and other custodians
- Understand your total net worth with the click of a button
- View a suite of standard reports and easily generate customized reports on demand
- Dive deeper into portfolio(s) with the enhanced and easy-to-use analytics tools
- Drill down into the individual constituents of your fund holdings with the "Funds Look-Through" feature, or view your entire asset allocation based on your individual fund constituents
- Receive direct notifications highlighting noteworthy facts on your overall wealth
- To learn more about Canopy2, click here
Access to the App
The app is currently available for private banking accounts which are booked in Australia, Hong Kong SAR (China) or Singapore. Clients must be registered as Credit Suisse Internet Banking users to log in to 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.
Step-By-Step Tutorial Series
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View Portfolio Details
Learn how to view the performance of your portfolio, monitor your positions, keep track of your income vs expenditure and more.
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Insights & Markets
Learn how to view news and research publications that has been curated according to your portfolio.
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Create and maintain your Watchlist
You can monitor the movements of your selected financial instruments. Learn how to create your watchlist to do this.
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Buy and Sell Equities
Learn how to use the trading tools to buy and sell equities.
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Analyzing your Portfolio Risk
Learn how to compare your portfolio risk exposure vs your selected risk exposure and more.
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View selected bank documents electronically and choose to Go-Green via the app
Learn how to view selected bank documents electronically and stop the physical mailing of selected statements and transaction advices.