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SC Private Bank app FAQs
SC Private Bank app is a complimentary service available to clients of Standard Chartered Private Bank. This service allows registered clients and their Private Bankers to monitor their Private Bank portfolio information as of the previous day’s close of business. Portfolio information includes balances at a consolidated and individual portfolio level, investment positions and transaction activity. Clients are also able to view and print current portfolio information or official bank Statements and Advices.
To register, simply follow these steps:
- Contact your Private Banker to verify the registration information
- Visit the Private Bank Web site at www.sc.com/privatebank
- Select "Client Login" at the top of the screen.
- Select "Sign Up" in the Login page
- Input your details:
- Your main Portfolio (6 digit CIF) Number
- Investment Centre where your Portfolio is booked
- Last name
- Document Id (The Identification number provided to the Private Bank. If you are unsure of the Document ID, please contact your Private Banker.)
- Date of Birth
- Country of Birth
- Accept Terms and Conditions (please read this document before submitting your acceptance)
- Click Submit
Once your details are successfully validated against our records, you will be requested to submit a One Time Password (OTP) sent to your registered mobile. Enter the OTP when prompted to complete the registration process. Please advise your Private Banker on your preferred mobile number before you register. If there are any discrepancies, you will be advised to contact your Private Banker.
- Create Username and Password:
- You will be prompted to create a Username and Password for accessing SC Private Bank app to complete the registration. Please ensure these are unique credentials only known to you.
Registration is now complete and you can log in to SC Private Bank app immediately with the newly created Username and Password.
If any of the above steps fail, please contact your Private Banker who will be able to assist you.
Your mobile number and e-mail address should first be registered with the Bank. Please contact your Private Banker if you have any queries.
After you have completed the initial Portfolio registration, you will be able to register up to nine additional Portfolios, all linked to your Username and Password. Please note that Collateralised Trading Account “CTP” portfolios cannot be registered on PV&M
If you need further assistance during registration, please contact your Private Banker who will be able to assist you.
It’s simple. After we validate your initial registration, you can, at any time, log in and access your account information. Once there, you can view or print your daily portfolio information, including recent transactions, or view, print or download your latest and historic official Statements as well as certain transaction Advices. If you registered more than one Client Portfolio, you will be able to view similar information for each Client Portfolio.
Yes. The system has been designed so you and your Private Banker can view the same information at the same time. This should facilitate discussions about your portfolio and recent transactions. Your Private Banker will, of course, have his or her own unique Username and Password and is only authorised to view and reply via the message centre and not to use the Original Instruction feature.
Clients who register for SC Private Bank app may use the Mailbox feature to communicate with their Private Bankers in a highly secure manner.
In addition, the SC Private Bank app is equipped with instant messaging and file sharing capabilities where clients may reach out to their Private Bankers to share documents or discuss trade ideas.
All commonly used file types such as PDF, PPT, Word, Excel, Photos, Videos can be shared through the file sharing feature. Messages and documents shared via this channel is recorded for audit purposes.
The app also offers a functionality for clients and their Private Bankers to organize their files into folders for ease of management.
Upon installing the SC Private Bank app and launching it, users will be prompted to 'Allow Push Notifications for SC Private Bank app'.
Once allowed and after the first log-in, users will receive a push notification on their mobile phone if they receive a text message or document. Similarly, users will be able to enable Push Notifications through their device settings.
We have designed this system to be as secure and private as possible, which means that messages you send can only be accessed by your Private Banker and, in some cases, the Client Service Managers assigned to your account. There is the possibility that one, or all, of these individuals may be out of the office when you send your original instruction message and, therefore, there is a chance that your original instruction message may not be accessed immediately. If you have an instruction request that is time sensitive, you must contact your Private Banker by telephone when you send your original instruction message and advise your Private Banker of the nature and extent of the sensitivity.
Yes you can access SC Private Bank app on your mobile devices.
If you wish to access SC Private Bank app from your tablet, you may choose to do so via our website www.sc.com/privatebank or SC Private Bank mobile app.
If you wish to access SC Private Bank app on your mobile phone we recommend that you do so via the SC Private Bank mobile app.
To download the SC Private Bank mobile app please search for “SC Private Bank” in the App Store or the Google Play Store.
Yes. Following your initial registration, you can register up to nine additional Portfolios* and have them all linked to your SC Private Bank app Username and Password. You will need to register each Client Portfolio individually via the “Add Portfolio” feature.
If the Portfolio you are registering has more than one sub-portfolio (e.g., 12345-2, 12345-3), you will view these sub-portfolios online without additional registration steps.
*Collateralised Trading Account portfolios cannot be registered on the Platform.
Yes you may, please note that both you and your spouse in the joint account can register.
Yes, you can register for SC Private Bank app; however, you will only be able to use Portfolio View and not the Messaging service.