Credit Suisse My Desk: Your UBS Client Account Access
Quick Summary
- Former Credit Suisse accounts now with UBS.
- Secure online financial access.
- Direct support for login issues.
Welcome to the online access portal for what was formerly known as Credit Suisse My Desk. Following the merger of Credit Suisse AG with UBS AG in May 2024, the client account management and online platforms are in a transitional phase. This portal now serves as your gateway to manage financial information for accounts originally held with Credit Suisse, now under the umbrella of UBS.
Preparing for Your Online Account Access
- An active internet connection and a modern web browser.
- Your previously established Username and Password for your Credit Suisse online account.
- Access to the email address or phone number associated with your account for potential security verification or password recovery.
Accessing Your Financial Dashboard
- Navigate directly to the official access page at https://www.creditsuisse.com/fund/en/account-access.html.
- Locate the Username field and enter your unique identifier.
- Enter your Password into the designated field. You can toggle the 'Show Password' option if you wish to see your input.
- Click the Log In button to proceed to your financial dashboard. Always ensure you are on the legitimate website to protect your account information.
Exploring Your Client Portal Capabilities
- Secure online access to your financial account details.
- Ability to view account statements and transaction history.
- Option to update certain personal and contact information (specific features may vary during the integration period).
- Streamlined portal designed for former Credit Suisse clients now integrated with UBS services.
Navigating Access Difficulties
⚠️ Forgot Username
Cause: You cannot recall your username.
Solution: On the login page, click Forgot Username. You will need to provide the last 4 digits of your SSN/TIN, your account number, and select your fund. After a security challenge, your username will be returned. If you experience further issues, contact Client Services.
⚠️ Forgot Password
Cause: You cannot recall your password.
Solution: For password assistance, you must contact a Client Services Representative directly. Call 1-877-870-2874 Monday through Friday from 8:30 am to 6:00 pm Eastern Time for immediate support.
⚠️ Account Locked
Cause: Your account has been locked due to multiple incorrect login attempts or security information entries.
Solution: We know being locked out is stressful. For your security, a locked account requires direct assistance. Please contact a Client Services Representative at 1-877-870-2874 during business hours for rapid account unlocking and access restoration.
⚠️ Invalid Password
Cause: The password you entered does not match our records.
Solution: You have three attempts to enter the correct password before your account is locked. Double-check your input for typos. If you continue to face issues, utilize the Forgot Password option as described above, or contact Client Services.
Protecting Your Financial Information Online
- 🔒 Always use a strong, unique password for your financial portal. Passwords must be 8-20 characters long and include at least two numbers and two letters. Special characters are not allowed for this specific portal.
- 🔒 Never share your login credentials with anyone. Your username and password are for your eyes only.
- 🔒 Be cautious of phishing attempts. Always verify the URL before entering your information; the official link is https://www.creditsuisse.com/fund/en/account-access.html.
- 🔒 Regularly review your account activity for any unfamiliar transactions or changes.
- 🔒 If you suspect any unauthorized activity or receive suspicious communications, contact Client Services immediately using the official number provided.
🎧 Official Support & Help Center
1-877-870-2874 (Monday - Friday, 8:30 am to 6:00 pm Eastern Time)
Answers for Former Credit Suisse Clients
Q: Is Credit Suisse My Desk still active after the merger with UBS?
Yes, while Credit Suisse AG merged with UBS AG in May 2024, the client account access portal for former Credit Suisse accounts remains operational as part of the ongoing integration. You can access your financial information via the provided link, which is now managed by UBS.
Q: How do I log in to my Credit Suisse account now that it is part of UBS?
You can continue to use your existing Credit Suisse username and password to log in through the same online access portal. The system is designed to allow former Credit Suisse clients to seamlessly access their accounts during this transition period.
Q: What are the specific password requirements for my online account access?
For optimal security and successful login, your password must be between 8 and 20 characters in length. It needs to contain at least two numbers and two letters. This portal does not permit the use of special characters in your password.
Wrap Up
The client access portal for former Credit Suisse My Desk accounts provides a secure and reliable way to manage your financial information online, now seamlessly integrated under UBS. By understanding the login process, adhering to security best practices, and knowing how to reach support, you can confidently navigate your digital banking experience. For any further assistance or operational questions, the dedicated Client Services team is ready to help.