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With Private Invest you can monitor the evolution of your savings, changes in the value of your portfolio and the most important events affecting your investments. |
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You can even initiate orders from your mobile device. |
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Create your own watchlist of your favorite securities and check your orders, credits, or upcoming maturities. |
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From here, your bank can share the latest product news and information with you via the app, whether it's the launch of a new mutual fund or a structured product listing launch. |
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To use Private Invest securely, you can log in to the app with a PIN code that only you know, or with biometric identification (fingerprint or Face ID) on a suitable devices. |
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Our Bank strives to add new features to the application from time to time to provide the best possible customer experience. |
Financial situation
Provides an overview of your assets at UniCredit Bank.
Portfolio breadown
With one click you can check the structure of your assets from various angles.
Portfolio evolution
The portfolio evolution shows you how the total value of your assets at UniCredit Bank has changed over the last period. You also have the option to analyze separately the evolution of securities and the change in cash holdings.
Operations
Under operations you will find completed purchase and sale transactions, interest and dividend payments, as well as maturities and redemptions. You can also filter transactions by type, period and account.
Upcoming events
Here you can check upcoming maturities for deposits, bonds and structured products. You can view the name, value, type and date of the event at a glance.
Watchlist
The watchlist allows you to compare a list of your favorite securities.
Messages
Contact your banker easily via a secured channel. Request an appointment, make a call, send a message or receive documents.
Product news
Here you can read about new investment funds or structured products being launched. If you want to buy, you can even initiate a transaction from here via your mobile device or by chat to your banker. You can watch videos and other supporting material, and can also save product news for future reference.
Notifications
If you request it, our bank will send you regular updates on new product news and upcoming expirations.
UniCredit Bank has been recognized for the fourth year in a row as the "Best Private Bank in Central and Eastern Europe for Technology" in Professional Wealth Management (PWM) magazine's prestigious Global Wealth Tech Awards 2021. The launch of the Private Invest app was a major contributor to this recognition.
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