Viewing your cash account statement

To view the transactions in your cash account(s) on the mobile app, please follow the instructions below. Please note that currently you cannot download statements in the app.

Accessing transaction details

From the ’Portfolios’ tab, choose one of your portfolios. In the Cash & Asset breakdown on the first page select 'Cash and cash equivalents' in the list. On the next screen choose the cash account you would like details for.

You will see a list of all your transactions for that cash account on the next screen.

If you want further information on one of the transactions, tap on the transaction to open the transaction details.

 

 

 

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Let us know where you’re located so we can tailor our information to make your experience more relevant.

Your regional contact:

  • EFG Bank AG
    Bleicherweg 8
    P.O. Box 6012 - 8022 Zurich
  • +41 44 226 17 17
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