A multinational financial institution and provider of monetary products, Credit Suisse Holdings AG is established and is headquartered in Switzerland. Through its digital wallet, “CSX,” the institution has added several electronic financial capabilities. 

Online accounts, debit and credit cards, investment possibilities, financial planning, and loans are some of these aspects. We’ll talk about a couple of these features in this article and explain how you may use the app to your advantage.

Account and bank cards 

By completing all necessary contact information and personal data, you can establish a bank account online. Once the profile is operational, you can ask for bank cards that greatly simplify transactions. The cards and their functions that the app offers are as follows:

CSX young and CSX white

• No payment charges.
• Ease of making online payments for hotels and cars. 

CSX black and CSX plus

• Online payment for movie tickets.
• Buy cars or rent hotel rooms.
• 20% off the streaming package. 
• Zero charges for any transactions.

Pro 

• 1.5% return for payments in hotels.
• 3.5% return for new customers.
• Insurance perks.
• 20% discount on subscription.

Platinum 

• Membership reward schemes.
• Yearly vouchers.
• Traveling packages.
• Accessibility to 1400 airports.
• Loyalty packages for restaurants.
• Insurance perks.

Request the loan

Request your loan in three easy steps: 

1. Install the Credit Suisse – online tool, then quickly and easily create a profile there.
2. After creating your account, look for “More > Product lines > Credit” in the digital banking navigation.
3. At this point, you can begin the loan application process online.

Requirements for loan

• Consistent income. 
• Swiss citizen status.
• Permanent resident status license C, or bearer of licensing B, L, or G. 
• Minimum age of 20. 

To determine if you deserve the credit, the team carefully examines your personal information, supporting documentation, and loan application. You can track your loan using the app as well. Within 24 hours, you will learn the outcome of your claim form. The loan is repaid in equal monthly installments. Any further payments are always welcome.

How to invest with CSX?

With CSX Equity stake, you can access the stock system immediately on your mobile, with goods that amaze with their durability and excellent quality, commencing with just CHF 100. 

Procedure 

Utilize the “Credit Suisse – CSX application” to obtain Investment. Tap “More,” “Save/Invest,” and thereafter “Invest” on the program. You will be guided through the following steps by the digital advice tool:

1. Describe your economic state, level of risk tolerance, and anticipated time horizon for investments. 
2. The app will suggest an investment plan based on your responses. After that, you decide if you want to stick with the plan as is or make changes. 
3. Choose your investment amount and double-check all information on your device.

How to plan the pension with the app?

Owing to its self-service function, its financial Plan enables you to maximize your pension plan straight from your smartphone. You must take the following actions, listed below:

1. Launch the consulting tool in the platform. 
2. Set up the virtual assistant alongside it. It is easy and cost-free. 
3. The consultant will request you provide information about your current citizenship, earnings, and savings. 
4. Insert your assets at Credit Suisse.
5. The tool will display a summary of your monetary condition for you.
6. You can check how the planning will affect your finances down the road. 
7. Inspect your pension certificate to learn about your savings using the app.
8. You can also input personal financial objectives to determine your budget. 
9. Finally, you can use the app to contact a client consultant.