Kai Schwark

The Kai Schwark app is quick and easy mobile access to the broker service center for customers of Kai-Schwark GmbH.
The access provides an overview of consolidated customer deposits including all fund shares, insurance, 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)
- Creation of new insurance
- Upload of insurance documents
- 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
- Digital signature in any PDF document
- Submission of order orders directly via the app, confirmation by password or digital signature
- Digitally sign contract documents
- Security orders can be recorded directly in the app
- general securities information
- Damage reports for insurance companies
- Consultations directly via app with voice and Video chat

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