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

Already a Credit Suisse client?

Are you an existing Credit Suisse client who wants to use CSX Financial plan?

Find this service in your current mobile banking app. 

04/07/2022

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 a few minutes.

CSX – the all-in-one banking service for every day

It's personal when you need it to be and digital when you want it to be. 

  • Account & card starting from CHF 0
  • Credit cards with attractive benefits, such as cashback
  • Open an account in just a few minutes – without having to make a video call
  • Client service available online, by phone, or in person

Opt for the most flexible banking service in Switzerland now.

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