myPensPortal vs Vontobel Wealth Uso & Estadísticas

Pension provision made easy! View and update your personal pension data easily and conveniently from home. Communicate with us directly via a secure channel. Use pension tools and calculate effects in real time. What you can do directly in the app: • Salary changes • Voluntary purchases and everything you need to know about purchases • The dream of owning your own home: advance withdrawals for the promotion of home ownership (WEF) and our attractive financing alternatives • Desired retirement scenario • Option of transferring to our PensFree or Independent vested benefits foundations upon departure from the PensFlex or PensUnit collective foundations • Risk profile and selection of your personal investment strategy, tailored to your partner bank Coming soon: tax calculator Our tax optimisation tool will soon be available directly in the portal. We will inform you in good time – watch this space! Please note that the myPensPortal app can only be used by insured persons of the PensFlex and PensUnit collective foundations – or if you have a pension relationship with our vested benefits foundations PensFree, Independent or Pens3a. If you have any questions or need assistance, please contact support@pens-expert.ch directly. PensExpert AG
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With the Vontobel Wealth App, our solution for mobile banking, you have access to your wealth anytime and anywhere. You can view and analyze your portfolio, enter payments & trade orders, read research and market information, or receive your bank documents digitally. In addition, you can communicate directly with your relationship manager in the app - all via a secure and encrypted connection that meets the highest security standards. The main functions and contents of the Mobile Banking App include*: • Portfolio and account overview, including asset analysis by asset classes and currencies, performance overview and transaction details • Entering of payments and trade orders • Receiving and processing individual investment proposals • Secure communication channel with your customer advisor • Digital mailbox for receiving bank documents • Digital signing of contracts • Research information on markets and individual financial instruments • News articles on interesting topics related to finance • Current price information on various markets and investments Requirements To use e-banking, you need a banking relationship with Bank Vontobel AG. To access Vontobel Wealth app contact your relationship manager or our hotline: from Switzerland: 0800 700 780; from abroad: 00800 7000 7800; from abroad (subject to charges): +41 58 283 66 00 Security Secure data encryption technology is used during data transfer in order to protect against unauthorized access by third parties. When choosing your personal password, please make sure it complies with the minimum requirements for password security and with Section "User's duty of care" in the Framework Agreement on the Use of Electronic Services of Bank Vontobel AG. Legal Disclaimer The Vontobel Wealth App must not be accessed by any person who is in particular due to its nationality, domicile or (temporary or permanent) residence subject to a jurisdiction in which the publication of the content of the Vontobel Wealth App or the access to it is prohibited for any reason. Persons to whom these restrictions apply are expressly prohibited from accessing the Vontobel Wealth App. We wish to point out that by downloading, installing and/or utilizing this app and, in connection therewith, through points of reference to third parties (e.g. Apple Inc., Google Inc., network operators, device manufacturer) it may be possible to deduce a client relationship with Vontobel. Please consider the Term of Use and the Privacy Policy of Bank Vontobel AG do also apply for this app. *Depending on the clients domicile or product some functionalities may vary. Where necessary certain functionalities may not be offered.  
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myPensPortal frente a Vontobel Wealth: comparación de la clasificación

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myPensPortal VS.
Vontobel Wealth

15iciembre d, 2024