Welcome to ClientView.Itís all here. Everything you need to assess your portfolio, review your holdings and check your account details.
ClientView is Credit Suisse Private Banking North Americaís secure client website where you can access account information and determine whether youíre on track to achieving your investment objectives.
Use ClientView to check recent account activity and current portfolio positions. Retrieve account statements and trade confirmations whenever you need them and learn how you can receive these documents electronically for greater convenience. Obtain cost-basis information for various positions before you decide whether to maintain or liquidate them.
ClientView is your source for invaluable account information 24 hours a day, seven days a week. Navigation should be self-explanatory, but if you require assistance, please donít hesitate to contact Private Banking North America ClientView Support Desk at (212) 325-4044 or toll free (866) 355-4746. Hours of Operation: Monday - Friday 7:00 AM - 10:00 PM (ET); Saturday 8:00 AM - 6:00 PM (ET).
This information is provided by your financial organization through Pershing LLC, member FINRA, NYSE, SIPC, a wholly owned subsidiary of The Bank of New York MellonCorporation.