CSX – 3a
6.3/10
(Expert Score)
PROS:
- Passive and active funds
- Web and mobile app
CONS:
- High fees
- CSX bank account needed
- Fund choice limited
- No individualized investment strategy
Account opening
Opening an account is entirely online. You need first to open a CSX bank account to have access to the 3a offer. English, German, French and Italian are supported.
Strategies
CSX offers 9 strategies, 4 passive, 5 active. Each strategy is a fund.
Funds
It is not possible to create a customized strategy. The fund provider is Credit Suisse.
Funds are a mix of:
-
- Real estate
- Equities
- Bonds
- Money markets
Fee
Annual fees range from 0.9% to 1.52%, depending on the fund.
ESG
CSX offers ESG funds.
Trading day
Purchases and sales of funds are made daily (Monday – Friday).
Platform
CSX is available on the web, and on Apple and Android-
About CSX
CSX is managed by Credit Suisse and uses the 3a foundation “CREDIT SUISSE PRIVILEGIA Vorsorgestiftung 3. Säule” based in Zurich.
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