VermWerkApp is fast and easy mobile access to the broker service center for clients of VermögensWerk AG. It provides an overview of consolidated customer deposits, including all fund shares, investments and bank accounts.
The access check is carried out using your previous access data to the MSC or the depository inspection. You will receive your personal user ID and password from your consultant.
Functions:
- Consolidated balance sheet including all fund shares, insurance, investments and bank accounts
- Chat function (ticket system)
- Query of the current portfolio holdings
- Factsheets on the individual funds including performance, risk of return, key figures, profit & loss, asset allocation
- Overview of previous transactions
- Display the performance of your portfolio
- Display the composition of your depot
- Current market report
- Realized profits and annual performance
- Overview of savings and withdrawal plans
- Submission of order orders directly via the app, confirmation by password or digital signature
- Security orders can be recorded directly in the app
- Digitally sign contract documents
- general securities information
- Consultations directly via app with voice and video chat
The access check is carried out using your previous access data to the MSC or the depository inspection. You will receive your personal user ID and password from your consultant.
Functions:
- Consolidated balance sheet including all fund shares, insurance, investments and bank accounts
- Chat function (ticket system)
- Query of the current portfolio holdings
- Factsheets on the individual funds including performance, risk of return, key figures, profit & loss, asset allocation
- Overview of previous transactions
- Display the performance of your portfolio
- Display the composition of your depot
- Current market report
- Realized profits and annual performance
- Overview of savings and withdrawal plans
- Submission of order orders directly via the app, confirmation by password or digital signature
- Security orders can be recorded directly in the app
- Digitally sign contract documents
- general securities information
- Consultations directly via app with voice and video chat
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