Private Banking Digital Capabilities

Digital Capabilities

Introducing Credit Suisse Private Banking Asia Pacific App

After extensive development and valuable insights from our clients, versions of the Credit Suisse Private Banking Asia Pacific app are now available on the Apple iPad, Apple iPhone, Android devices and web browsers.

Stay on top of your game with access to knowledge and expertise that’s related to your portfolio; trading features to seize market opportunities and collaboration tools to connect with your Credit Suisse team.

Portfolio Overview

Obtain a summary of information relating to the portfolio at a glance including:

  • Performance over a selected time period(s)
  • Cash & cash equivalent balance
  • Balance available to invest
  • Income & expenditure
  • Asset class or currency allocation
     

Access detailed information relating to the Portfolio:

  • 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 Research Publications 

Experience Credit Suisse research and access to relevant market news through your device:

  • Access to global & regional market news, and selected Credit Suisse Investment Strategy and Research publications
  • Track performance and other data of companies, financial instruments and major indices
     
Market News & Credit Suisse Research Publications

Watchlist & Notifications 

Monitor your selected financial instruments and subscribe to receive trade and market data alerts:

  • Create a personal watchlist of financial instruments
  • Subscribe to notifications on FX and Equity trades activity and market data events
Watchlist & Notifications

Trading Tools

Seize upon 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 for more recently executed transactions
     
Trading Tools

eDocuments and Go-Green

Retrieve your bank documents electronically via your device:

  • Receive and download the latest bank statements, correspondences and advices in the 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

Collaboration Tools  

Engage with the Credit Suisse Team overseeing the Portfolio:

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

Risk Analyzer Portfolio

Assess the risk exposure of the portfolio:

  • Review the current risk status for the portfolio versus the selected risk exposure
  • Review the instruments within the Portfolio that contribute most to the risk of the portfolio
  • Simulate portfolio performance in various historical market event scenarios
     
Risk Analyzer Portfolio

Quick Access 

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

  • Standard log-in using a username and password to view the Portfolio summary, global news and your watchlist
  • Using Apple’s Touch ID technology, login with fingerprint authentication as an alternative to inputting your username and password
     
Quick Access

For Credit Suisse Invest Clients

Access to Credit Suisse Invest specific 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 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

Token-free Login

Unlock full access to the Credit Suisse Private Banking Asia Pacific app with state-of-the-art security technology

  • Enjoy greater convenience of logging in without using your physical security device (“Token”)
  • Download the SecureSign Asia Pacific app from the Apple App Store, which serves as an alternative to the Token for completing your second factor authentication
  • For more information on "How to register", click here
Token-free Login using the SecureSign Asia Pacific app

Access to the App

The app is currently available for Private Banking accounts which are booked in Singapore or Hong Kong. Clients must be registered as Credit Suisse Internet Banking users to log in to the app. Depending on your country of residence or incorporation, you may not be eligible for access to or certain features may be restricted or not available.