Within the mobile app, you have a list of all your portfolios, if you want to exclude one or more you can do this by filtering which portfolios are visible.

Filtering the portfolios shown

To hide and show different portfolios, select the 'Client Picker' in the top right navigation on the homepage.

You can view or hide clients and portfolios by selecting or unselecting within the filter. Once you are happy with your selection, tap ‘Apply’ to update your view within the mobile app. Please note, that the filter you have applied will be used across the app. You can always change the shown portfolios again by navigating to the ‘Portfolios’ tab.

 

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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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