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Your assets
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45
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1
Where do you have a bank account
UBS
Credit Suisse
PostFinance
Zürcher Kantonalbank (ZKB)
Basler Kantonalbank
Berner Kantonalbank (BEKB)
Vaud Cantonal Bank (BCV)
Aargauische Kantonalbank (AKB)
Banque Cantonale de Genève (BCGE)
Banque Cantonale Vaudoise (BCV)
Banque Cantonale Neuchâteloise (BCN)
Banque Cantonale du Jura (BCJ)
Banque Cantonale du Valais (BCVs)
Banque Cantonale Fribourgeoise (BCF)
Thurgauer Kantonalbank (TKB)
Luzerner Kantonalbank (LUKB)
Raiffeisen Bank
Migros Bank
Coop Bank
Neon
Yuh
Zak by Bank Cler
Revolut
Wise
N26
Bunq
Vivid Money
Curve
Other
Other
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2
Your UBS account
Account number or IBAN
Estimated portfolio net assets
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3
Your Credit Suisse account
Account number or IBAN
Estimated portfolio net assets
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Enter
4
Your PostFinance account
Account number or IBAN
Estimated portfolio net assets
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Enter
5
Your Zürcher Kantonalbank account
Account number or IBAN
Estimated portfolio net assets
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6
Your Basler Kantonalbank account
Account number or IBAN
Estimated portfolio net assets
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7
Your Berner Kantonalbank account
Account number or IBAN
Estimated portfolio net assets
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8
Your Vaud Cantonal Bank UBS account
Account number or IBAN
Estimated portfolio net assets
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9
Your Aargauische Kantonalbank account
Account number or IBAN
Estimated portfolio net assets
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10
Your Banque Cantonale de Genève account
Account number or IBAN
Estimated portfolio net assets
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11
Your Banque Cantonale Vaudoise account
Account number or IBAN
Estimated portfolio net assets
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12
Your Banque Cantonale Neuchâteloise account
Account number or IBAN
Estimated portfolio net assets
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13
Your Banque Cantonale du Jura account
Account number or IBAN
Estimated portfolio net assets
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14
Your Banque Cantonale du Valais account
Account number or IBAN
Estimated portfolio net assets
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15
Your Banque Cantonale Fribourgeoise account
Account number or IBAN
Estimated portfolio net assets
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16
Your Thurgauer Kantonalbank account
Account number or IBAN
Estimated portfolio net assets
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17
Your Luzerner Kantonalbank account
Account number or IBAN
Estimated portfolio net assets
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18
Your Raiffeisen Bank account
Account number or IBAN
Estimated portfolio net assets
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19
Your Migros Bank account
Account number or IBAN
Estimated portfolio net assets
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20
Your Coop Bank account
Account number or IBAN
Estimated portfolio net assets
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21
Your Neon account
Account number or IBAN
Estimated portfolio net assets
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22
Your Yuh account
Account number or IBAN
Estimated portfolio net assets
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23
Your Zak account
Account number or IBAN
Estimated portfolio net assets
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24
Your Revolut account
Account number or IBAN
Estimated portfolio net assets
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25
Your N26 account
Account number or IBAN
Estimated portfolio net assets
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26
Your Wise account
Account number or IBAN
Estimated portfolio net assets
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27
Your Bunq account
Account number or IBAN
Estimated portfolio net assets
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28
Your Vivid Money account
Account number or IBAN
Estimated portfolio net assets
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29
Your Curve account
Account number or IBAN
Estimated portfolio net assets
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30
Your other accounts
Bank name
Account number or IBAN
Estimated portfolio net assets
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31
Do you have a broker account?
YES
NO
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32
Where do you have a brokerage account
Swissquote
TradeDirect (by BCV)
Interactive Broker
Other
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33
Your Swissquote account
Account number
Estimated portfolio net assets
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34
Your TradeDirect account
Account number
Estimated portfolio net assets
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35
Your Derigo account
Account number
Estimated portfolio net assets
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36
Your Interactive Broker account
Account number
Estimated portfolio net assets
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37
Where do you have your 2nd pillar?
AXA Pension Solutions
Swiss Life
Zurich Insurance
Helvetia Insurance
Allianz Suisse
Generali Switzerland
Pensionskasse Post (Swiss Post Pension Fund)
SOBI (State Occupational Benefit Institution)
Vita Joint Foundations
Liberty Pensions
Finpension
Viac
Other
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38
Do you have a 3rd pillar account?
YES
NO
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39
Where do you have your 3rd pillar account?
UBS
Credit Suisse
PostFinance
Raiffeisen
Zürcher Kantonalbank (ZKB)
Migros Bank
Basellandschaftliche Kantonalbank (BLKB)
Graubündner Kantonalbank (GKB)
Banque Cantonale Vaudoise (BCV)
Swiss Life
AXA
Baloise
Allianz Suisse
Generali
Viac
Frankly by ZKB
Selma Finance
True Wealth
Finpension
Other
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40
Do you have any cryptocurrency account?
YES
NO
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41
Do you have a car?
YES
NO
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42
Do you have a motorcylce?
YES
NO
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43
Do you have a bicycle?
YES
NO
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44
Do you own any property?
YES
NO
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45
Do you have any other investment account?
YES
NO
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