Your fund banking portal
The self-explanatory and intuitive
functions of the fund banking portal offer efficient support for clients and advisors. Place your orders quickly and easily. You can also directly access the asset report and the InfoManager - your electronic mailbox for custody account and account statements.
The Banking Portal is only available in German language.
Technical requirements
The minimum technical requirements for using the Fondsbanking portal are:
- Mobile devices with current operating systems:
- Android from version 5
- Apple iOS from version 10
- PCs with current browsers:
- Google Chrome, Mozilla Firefox, Microsoft Edge
- Microsoft Internet Explorer from version 11
- Apple Safari from version 7
Your advantages as a consultant
- All overviews can be saved in CSV or Excel
- Performance calculation on a portfolio and fund basis
- All client details at a glance
- Direct access to the extended asset report
- Access to detailed fund portraits
Thanks to the automated screen adjustment, all functions are easy to use even when you are on the move. The banking portal of Fondsdepot Bank - intuitive, clear and secure.
You don't have access to Fondsbanking yet? Just let us know and we will be happy to set up your personal online access.
Your advantages as a customer
- Responsive design for optimised display on smartphones, tablets and PCs
- Intuitive and self-explanatory menu navigation
- View custody account and account balances, turnover and personal data
- Online transactions such as inflows and outflows as well as orders for savings and disbursement plans
- The InfoManager - an electronic mailbox for the delivery of custody account and account statements as well as other contract documents
- Performance calculation on a custody account and fund basis as well as direct access to the asset report
- Access to detailed fund portraits
You do not yet have access to our online portal? Talk to your advisor or use our form to activate fund banking.
