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


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.

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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 just a few minutes.

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