Client Portal is CSB Investors’ secure digital gateway designed to give clients full visibility and control over their accounts and portfolios. With an intuitive interface and robust reporting tools, the Client Portal provides a clear, consolidated view of assets, transactions, and performance across jurisdictions.
Access Your CSB Investors Client Portal
Client Portal
Client Portal
CSB Investors Client Portal
Clear and accessible:
A user-friendly platform designed for ease of navigation, allowing clients to access key information quickly and efficiently.
Comprehensive oversight:
View account balances, portfolio allocations, transaction history, and performance reports in one secure environment.
Secure and reliable:
Built with bank-grade security, encryption, and multi-factor authentication to protect sensitive financial information at all times.
Features
- Real-time account balances and portfolio overviews
- Detailed transaction history and statements
- Performance and asset allocation reporting
- Secure document storage and downloads
- Encrypted access with multi-factor authentication
- Multi-language interface