Credit Suisse Wealth Management APAC app feature list

Features for clients booked in UBS AG, Australia 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, related research 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
  • Access to the latest Credit Suisse/UBS Research publications
  • Insights, watch the video

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

Trade

Seize market opportunities in major global exchanges:

  • Trade securities (equities, ETFs) 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

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

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
  • Watch the tutorial video

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

Consolidated Investment Statements

Overview of your portfolio(s):

  • Create a consolidated investment statement across accessible portfolio groups
  • Elect to receive the investment statement either ad-hoc or on a monthly basis
  • To learn more about consolidated investment statements, click here(PDF, 1 MB)

Important information

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The App is currently available for wealth management accounts which are booked in Australia. 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.

UBS AG incorporated in Switzerland with limited liability.

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