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