GR EN
Digital banking

Gold portfolio

Level up your investment strategy with the Gold portfolio, which offers you flexibility, complete overview and online management tools.

The modern investment solution

Complete overview for better management
Get the whole picture for your portfolio, products and returns at a glance.
Simplicity and flexibility with online tools
Accept documents and place order for mutual funds through your digital banking.
Investment transactions on the go
Over the phone, online or with the help of your Relationship Manager.

The whole picture at a glance

Add all your investment products to your Gold portfolio: term deposits, mutual funds, bonds and shares. This way, at a glance, you can:

  • Get an overall valuation of your investment products.
  • Find out about the returns of your investments.
  • Identify investments that may require restructuring.

In addition, you can manage your investment transactions remotely with the help of your Relationship Manager, through your digital banking or over the phone with Gold Phone Banking.

Open an individual or joint portfolio at no extra charge.

How to level up your investment transactions

With online tools, transactions on the go and continuous updates.

Through digital banking

Through web banking or the mobile app, choose “Gold portfolio” from the home page (Overview) and find:

  • The overall valuation and product allocation of your investment portfolio.
  • The overall portfolio returns and the returns of each individual product.
  • Your transaction history for the last calendar year. Download the files and save or print them out.

In addition, you monitor the latest economic developments in the Newsroom, which includes informational and educational material prepared by our analyst team.

Every month

You get an analysis of your investment portfolio with the Gold statement:

  • Online, monthly.
  • By post, quarterly.

Accepting documents online

Accept or reject your investment transaction documents securely with e-Consent, without visiting a branch. All you need are your digital banking credentials.

Placing orders for mutual funds and SICAV online

Place orders for investment transactions in mutual funds managed by Alpha Asset Management MFMC or associated management companies (SICAV) with e-Orders.

Place your investment or redemption orders directly through your digital banking.

At a branch or over the phone

Place orders for transactions for any product you are interested in:

  • With the help of your Relationship Manager – Book an appointment to discuss the options that best serve your investment goals.
  • Over the phone, with Gold Phone Banking – Call on +30 210 326 5000, Monday to Friday, 08:00-21:00, Saturday 09:00-16:00, excluding public holidays.

Online, from your mobile or computer

Through your digital banking, you can place orders for investment transactions in mutual funds and SICAV, with e-Orders.

Favourable pricing

The investment transactions you carry out through your Gold portfolio are automatically priced according to the favourable rates that apply to Gold Personal Banking.

Pricing changes depending on the total value of your portfolio.

Flexible financing solutions

You may use the financial instruments in your portfolio or even your entire portfolio as collateral to meet your financing needs.

This way, you make the best use of your assets and gain greater flexibility.

Adding the portfolio on digital banking

Add the Gold portfolio to your digital banking, to access it securely from your computer or mobile, wherever you are.
Log into digital banking

1. Start the process

Log into digital banking with your credentials.

Scroll down on the home screen (Overview).

Under “Credit and Prepaid Cards” and “Loyalty Programme”, choose “Add another product”.

2. Choose product type

  1. Choose “Alpha Bank”.
  2. Choose “Investment” for the product type from the drop-down list.
  3. Choose “Alpha Bank Gold Portfolio” for the investment type from the drop-down list.

3. Enter the portfolio details

  1. Fill in your Gold portfolio number.
  2. Choose “Add”.

4. Wait for your application assessment

Within 2 to 5 days we will assess your request and then the portfolio will appear on your digital banking and the digital banking of any joint holders.

Get a Gold portfolio

Reach out to your Relationship Manager to find out all the details you need and get a Gold portfolio.
Book an appointment Book an appointment

Explore other options

Find other products or services that may interest you.

Gold debit card

€0 annual fee and 5,000 Bonus points with the 1st transaction.

Investment options

Access to mutual funds, bonds and term deposits.

Gold credit card

With €0 fee for 1 year and 5,000 Bonus points as a gift.

UCITS HAVE NO GUARANTEED RETURNS AND PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RETURNS.