Getting Started

Welcome to the SwissBorg app - a simple and fair wealth management ecosystem powered by Smart Engine technology. 

There are a few steps involved in creating your SwissBorg account, but you can complete the process in just a few minutes if you’re prepared. It’s a good idea to have an ID document handy, as well as the ability to check your email when you start the process.

1. Open the SwissBorg app, and tap Get Started.

2. Enter your mobile number, including the correct country code. (Note that only countries where the app is available will appear in the dropdown list.) Tap Next.

3. You will receive an SMS with a 6-digit code. Enter the code into the app. (If you don’t receive a code, tap Resend SMS. You can also go back to correct your mobile number if it was entered incorrectly.)

4. Choose a 4-digit pin to secure the app. You will need to use this pin to log in in the future.

5. Tap the toggle button to agree to the SwissBorg Terms of Use and Privacy Policy. You can read these by tapping on the links. Tap Next.

6. Enter your legal name as it appears on your identity document, date of birth and nationality, then tap Next. If you select a country that might use non-Latin characters, you will be asked to confirm that your details have been entered correctly.

7. Enter your email address, then tap Next.

8. You will receive a verification email. Tap the displayed buttons to open the relevant email app, or open your email in your browser to open the verification email. Once you open the email, click the button to verify your email address. (Note that you will not be able to continue the registration process until your email is verified.)

9. Once your email address has been verified, you can return to the SwissBorg app.

10. Follow the prompts on the screen to enter your residential address.

11. Answer the investment-related questions and tap Next.

12. You will need to verify your identity before using the SwissBorg app. This is important to protect your identity and your funds, and it is also a requirement that we need to uphold as a regulated business. Simply select the identity verification document you would like to use and take a photo of it. We will review it to confirm it matches the details you submitted.

13. If you sign up for notifications, you will receive a notification once your identity has been verified. If not, you can return to the SwissBorg app to check your verification status.

After all this is done, you’re ready to use the SwissBorg app!

Getting started FAQs

Why do you need my date of birth?

We ask for your date of birth so we can confirm that you are over 18 years of age and are legally allowed to invest in cryptos using our app.

What will happen if I enter something incorrectly?

If you enter your details incorrectly, your application will be sent to our team for manual review. Depending on the error, they may process the application, or they may request more information. If you receive a request for more information, you will be able to update your information.