Easy Navigation

Navigation at Julius Baer is intuitive – gives you fast and direct access to all online functions

• Enables you to access all your key information right on your dashboard
• A fast, easy way to check the status of your portfolio

Your Portfolio at a Glance

Account balances, portfolio performance and analysis – everything you need in one place

• Check your balances in the assets and portfolio overviews
• View detailed information on transactions and securities held
• View and analyse the historic and current performance of your assets
• Check realised and unrealised gains

E-documents and Secure Messaging

Simple and efficient communication – from transaction documents to assistance

• Choose to receive majority of your correspondence from JBWA in electronic form only
• Securely contact your relationship manager and the Service Centre