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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
Portfolio Overview

Trendline

A selection of curated content that provides a view of what is happening in the world:

  • View a selection of articles extracted from Credit Suisse Investment Strategy & Research publications
Trendline

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
Market News & Credit Suisse Investment Strategy and Research Publications

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
Watchlist & Notifications

Trading Tools

Seize market opportunities:

  • Trade securities on major global exchanges
  • Execute foreign exchange (FX) spot and forward trades
  • View an up-to-date history of orders placed for a portfolio including the status of more recently executed transactions 
Trading Tools

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
eDocuments and Go-Green

Collaboration Tools

Engage with the Credit Suisse team:

  • Instant messaging services for faster collaboration
  • Audio and pre-arranged video calls with screen sharing on-your device
  • Relationship Manager initiated document sharing and annotation
Collaboration Tools

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
Portfolio Risk Analyzer

Quick Access

Enjoy peace of mind with a choice of quick log-in options:

  • Standard log-in using a username and password to view your portfolio summary, global news, and your watchlist
  • Login with fingerprint authentication as an alternative to entering your username and password
Quick Access

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
For Credit Suisse Invest Clients

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
Mobile Token

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
Self serivce

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
Canopy feature

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.

  • Insights & Markets

    Learn how to view news and research publications that has been curated according to your portfolio.

  • Create and maintain your Watchlist

    You can monitor the movements of your selected financial instruments. Learn how to create your watchlist to do this.

  • Buy and Sell Equities

    Learn how to use the trading tools to buy and sell equities.

  • Analyzing your Portfolio Risk

    Learn how to compare your portfolio risk exposure vs your selected risk exposure and more.

  • Interact with your Credit Suisse team

    Find out how to use text messages, audio calls, video calls and more for in dept conversation with your Credit Suisse team.

  • 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.

Important Information