Save for retirement yourself instead of letting amateurs handle your money? Of course. With CSX Financial Plan, you can optimize your pension provision directly on your smartphone thanks to our self-service app.
Financial planning in just a few clicks
Starting now, you can plan your financial future from your smartphone. It's easy with CSX Financial Plan in the CSX app. The digital advisory function uses your information to prepare an overview of your finances and assets. It also gives you tips on how to improve your retirement planning. You can already find out today when you will be able to afford major purchases or your dream home, and whether your assets will be sufficient once you retire.
CSX Financial Plan – here's how it works
CSX Financial Plan - details
You can access the CSX Financial Plan feature via the CSX app or Credit Suisse Direct app. The tool is available only on smartphones.
To use CSX Financial Plan, you must be a Credit Suisse client in Switzerland and be between the ages of 18 and 65.
The information you provide will be stored in your client profile and will be treated with care and confidentiality. You can change or delete your information at any time.
Start CSX. Open an account.
Experience the whole universe of Credit Suisse in one app now. It only takes 10 minutes.
Digital banking solution in one app
Manage your finances with ease
The CSX App is the one-stop solution for all your banking needs. Tailored to your requirements. Digital banking without compromises.
Start your experience with an easy and fast in-app onboarding process in only 10 minutes.
It's convenient to use a bank card to make a payment or withdraw cash, but every time you do, sensitive data is transmitted that shouldn't find its way into the wrong hands. The steps you can take to improve your security.