ADVICE

ADVICE, the online investment advice

Keytrade Bank Geneva Branch has developed a revolutionary module that gives online investment advice, based on the client's trading portfolio. ADVICE is free of charge.

With ADVICE you get the better of two worlds.
Via Keytrade Bank Geneva Branch platform you keep full control of your investments: you decide autonomously. In addition, ADVICE will deliver professional and personal recommendations according to your investment profile.

  • What you can expect from ADVICE
    Every day you will get buy and sell advices that take into account your investment profile and the composition of your current trading portfolio.

    Arbitration-transactions will be recommended if it is opportune to replace a certain share from your portfolio with another one. It can for example be possible that a share X from a certain activity sector has a better scoring than your share Y from the same sector.

    The global structure of your trading portfolio is also closely followed. You will be recommended to build a balanced portfolio, that is the necessary sector sharing out as well as geographic spreading.

    Alerts keep you informed if an event having an impact on the quote of one of your values occurs.

    With the Screening function , you can ask ADVICE to give an opinion on a particular share that you have yourself inserted.

  • How to access ADVICE ?
    This Keytrade Bank Geneva Branch online advice module falls under the legal framework of Investment Contract. For this reason the Law commits us to regulate this service within an Investment advice Contract.

    This means that:

    1. Keytrade Bank Geneva Branch clients' investment profile is determined by means of an online survey made out of 10 questions. Possible profiles are: conservative, neutral, dynamic or aggressive.
    2. You sign online the Investment advice Contract.
    3. You will then receive immediate access to ADVICE's module..

  • What does ADVICE cost me

    After having signed the Investment advice Contract, ADVICE is at everyone's disposal. If you follow ADVICE's recommendations, you will only have to pay the usual transaction fees Keytrade Bank Geneva Branch recons for all its transactions. ADVICE does not charge any additional fee. ADVICE only helps you invest better!
    Do not forget that you can also use ADVICE for the follow up of your virtual portfolio.

  • How can I start off with ADVICE

    1. You own shares within another bank or stockbrokerage firm.
      Open an account for free and initiate your deeds transfer.

      After having accessed our secured site, sign in the Investment advice Contract and fill in the form that will determine your investment profile.

      As soon as you have shares in your Keytrade Bank Geneva Branch trading portfolio you can follow ADVICE's recommendations.

    2. You do not have shares yet
      Open an account for free at Keytrade Bank Geneva Branch. After having accessed our secured site, sign in the Investment advice Contract and fill in the form that will determine your investment profile.

  • 6 sorts of advices
    There are 6 sort of advices daily updated and driven by a motivation.

    ADVICE only gives recommendations concerning the trading portfolio. No advice will be given for derivative products, bonds, funds or other financial instruments.
    ADVICE does not take into account cash available in your portfolio.

More questions, download ourFAQ's or contact our helpdesk +41 (0)22 / 715 20 20 or info@keytradebank.ch.