Insuree portal

 

Thanks to the new insuree portal of the Swisscanto Foundations, your documents can now be stored digitally. With just a few clicks you can view or directly download your insurance certificate and your pension fund regulations, as well as run simulations relating to your occupational benefit scheme.

 

Insuree portal login

Register for the insuree portal now

 

The portal briefly explained

Login

You will need the following information to log in:

User ID (Mailadress)

Personal password

Authentication code with mTAN (mobile transaction number)

Registration

Step 1: Security check

A security check will be performed so that you can access your customer data in the customer portal

  • Enter the contract data (contract and/or policy no.) of one of your Swisscanto products. Have the relevant documents ready (policy document, premium invoice, mortgage agreement or insurance certificate)
  • Enter your name and date of birth
  • When you have been clearly identified as a customer or pension fund policy holder, you may continue to create your profile 
Step 2: Create profile

To obtain personal access, you need to create a profile:

  • Set your personal password and confirm your e-mail address using an e-mail code
  • Confirm your mobile phone number using the mTan code
  • Your profile has been created and you can now enjoy the advantages of the customer portal
  • Exception: If you have linked yourself to a pension fund contract, you will receive an activation code by letter to your home address. As soon as this code has been correctly entered, you will also receive access to the customer portal

 

Register for the insuree portal now

 

FAQ

Registration & Login

Make sure that the information you entered is correct and complete. If the problem persists, please contact our Swisscanto Service Centre on +41 58 280 20 21. Our staff will be happy to help you.

If you have forgotten your password, you can reset it using the "Password forgotten" button. An SMS containing a code will be sent to your mobile phone number. As soon as you have correctly entered this code on the appropriate page, you can set your new password.

In order to log in, you need your e-mail address, your password and the access code (SMS code). The access code will be sent by SMS to your registered mobile phone number. When entering your password, please remember to distinguish between upper and lower case.

Remember that the new password must satisfy the following criteria:

  • at least 8 characters long
  • it must contain at least one number
  • it must contain at least one upper-case and one lower-case letter

If you are still using your old mobile phone number, there is no need to update the information on the customer portal. But if you have a new mobile phone number, you will have to replace the old number with the new one under "Profile" in the customer portal. If you no longer have access to the old mobile phone number and so cannot log in, please contact our Swisscanto Service Center directly at +41 (0)58 280 2020.

If you still have access to the old mobile phone number, you will be able to replace this number with the new one under "Profile" in the customer portal.

If you no longer have access to the old mobile phone number and so cannot log in, please contact our Swisscanto Service Center directly at +41 (0)58 280 2020.

Click on the link "Resend code". If you still did not receive the SMS code, please contact our Swisscanto Service Center directly at +41 (0)58 280 2020.

Make sure that the e-mail code wasn't blocked by your anti-spam filter or that you didn't provide the wrong e-mail address. You can have the e-mail code resent to you by clicking on the link "Resend code". If the problem persists, please contact our Swisscanto Service Center directly at +41 (0)58 280 2020.

Profile locked – how can I unlock my profile?

Please contact the Service Center directly on +41 58 280 20 21. Our staff will be happy to help you.

Security

Cell phone with SMS code – why do I need an SMS code?

The registration in the portal requires a cell phone. The procedure is called two-factor authentication (2FA), because it requires not only a user name (e-mail) and password, but an SMS code as well. This one-time code is sent through a separate channel and only valid for a limited time, which increases security and makes it harder for third parties to misuse personal data.

Data protection – is my information protected?

Your information is stored and maintained in Europe. Unauthorised third parties have no access to your data. The Swisscanto Foundations do not collect personal information.

To the data protection section

Personal data – how do the Swisscanto Foundations use my personal data?

To the usage agreement

How can I delete my account?

The account can be deleted in the customer portal under "Profile". In the "Delete account" section, click on the link "Delete my Helvetia account". You will receive an SMS containing a code so that you can confirm the deletion. When this code has been correctly entered, the account will be permanently deleted with immediate effect.

 

Our FAQs are not helpful? Please do not hesitate to contact us: support@swisscanto-foundations.ch or 058 280 20 21.