Credit Suisse Wealth Management APAC app feature list

Features for clients booked in UBS AG, Hong Kong or UBS AG, Singapore Branch

Trade

Seize market opportunities in major global exchanges:

• 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
• Watch the tutorial video

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
• Click for Go Green document list

Settings

Easily update your contact details via the App:

• 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 used for the Credit Suisse WM APAC app
  

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 
  

Wealth Aggregation Tool

Get a holistic view of your holdings across different geographies and asset classes maintained with UBS 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 UBS 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 Canopy*, click here 
  

Important information

_{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 UBS 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 UBS representative.}

_{Credit Suisse WM APAC app is compatible with iOS 15 and above as well as Android 9.0 and above. iOS is a trademarks of Apple Inc. Android is a trademark of Google Inc.}

_{*The Canopy solution is provided by Canopy Pte Ltd. Please note that UBS AG (Unique Entity Number in Singapore: S98FC5560C), which is incorporated in Switzerland with limited liability, being the parent group of UBS AG, Hong Kong Branch and UBS AG, Singapore Branch (the “Bank”), UBS 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, UBS AG. The Canopy solution is not developed or offered by either the Bank or its parent group, UBS 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, UBS AG. Depending on your residency, the location of your UBS account and client advisor, the Canopy solution may not be available to you. The "CANOPY" name is a trademark and property of Canopy Pte Ltd.}

_{UBS AG (Unique Entity Number in Singapore: S98FC5560C) incorporated in Switzerland with limited liability.}