"Keeping an overview - clear, intuitive and secure."

Our fund banking portal for clients and advisors

The self-explanatory and intuitive functions of the fund banking portal provide efficient support for clients and advisors. Issue your orders fast and easily. In addition, you can access the asset report and your electronic mail box directly for custody account and account statements.

To the banking portal

Technical requirements

The minimum technical requirements for using the Fund Banking 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 Version 11 or higher
    • Apple Safari from version 7

Your advantages as a consultant

  • all overviews can be saved in CSV or Excel
  • Performance calculation on a custody account and fund basis
  • All client details at a glance
  • Direct access to the expanded asset report
  • Access to the detailed fund portraits

 

Thanks to the automated screen adjustment, all functions are also easy to operate when you are on the road.
The banking portal of Fondsdepot Bank - clear, intuitive and secure.

You do not yet have any access to fund banking? Just let us know and we would be pleased to set up your personal online access.

Gain access

 

Your advantages as a customer

  • Responsive design for optimised display on smartphones, tablets and PCs
  • Intuitive and self-explanatory menu navigation
  • Option to view custody account and account balances, transactions and personal data
  • Online transactions such as additional payments and disbursements as well as orders for savings and disbursement plans
  • InfoManager, an electronic mailbox for the delivery of custody account and account statements as well as other contract documents
  • Performance assessment 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.

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