Logging in for the first time

• From the login page, tap “Register”.
• Tap the “Scan QR Code” button, then grant the app permission to use your camera.
• Scan the QR code provided in your login letter.
• Set a 6-digit PIN and confirm it.
• Enable biometrics and push notifications.
• Enter the temporary password provided in your login letter.
• Set a new password. It must be 8 characters long and include at least one uppercase letter and one digit.
• Name your device.

Making a payment

• Go to the “Payments” tab.
• Choose a recent payee or make a new payment using the carousel.
• Select the payment type:
  • Domestic → For a payment within Switzerland
  • SEPA → For payments within the Eurozone
  • Account-to-account transfer → For payments to one of your other accounts (savings, current, etc.)
  • International → For payments outside the Eurozone.
• Choose the account you wish to pay from, then select the payee. Add new payees by tapping the “+” in the top right corner.
• Confirm your payment.

Managing my cards

• Go to the “Cards” tab to view all your cards.
• Scroll through the carousel to find the desired card.
• Once the card is selected, you can:
  • Block or unblock your card
  • Enable or disable online or contactless payments
  • Manage geoblocking
  • Change the card limit
  • View your recent transactions

Refer a friend

• Go to the “Products and services” tab.
• Tap “Invite friends and family”.
• If you haven’t already done so, accept the legal terms.
• Share your code using the “Share my code” button or the copy icon.

Contacting my adviser

• Go to the “Settings” tab, then “Contact my adviser”.
• 3 ways to contact your adviser:
  • Send a message using the “Secure message” button; this is the safest and fastest channel.
  • Call them using the “Phone” button.
  • Send an email by tapping the “View details” button, then tap on their email address.

View my documents

• Go to the “Settings” tab, then “My documents”.
• All your documents are displayed, sorted by date. A red dot to the left of a document indicates that it has not yet been read.
• To filter your documents, tap the funnel icon to the right of the search bar and select the desired category, status and time period.