My LO

Banque Lombard Odier & Cie SA

About this app

My LO – Your Wealth, Clearly in View
All your investment portfolios, from every angle.

Discover the new and improved My LO app. redesigned to deliver a more seamless, intuitive, and personalized experience. With a focus on innovation and excellence, this latest version introduces powerful enhancements to portfolio insights, advisory services, and digital banking features.

A Smarter Way to Explore Your Portfolios
Navigate your investments effortlessly with the new Portfolio Explorer.
- View all your portfolios in one place, organized by mandate.
- Instantly see invested amounts and year-to-date performance.
- Set your preferred portfolio as your default home screen view.

Intuitive Navigation, Reimagined
The redesigned Dashboard offers a clearer, more user-friendly experience.
- Quick links give you one-tap access to key information.
- Dynamic treemap view let you explore asset allocation by asset class or currency with ease.

Deeper Insights into Every Position
Each investment position now includes:
- Enhanced visuals with company logos.
- Exclusive Lombard Odier research for equities and bonds.
- Comprehensive data on investment funds.

Simplified Display Settings
Customize your portfolio view effortlessly.
- Optimized default settings for smoother navigation.
- Easy access to display preferences.

Advisory at Your Fingertips
For clients with an advisory mandate:
- A fully redesigned advisory space for a more fluid and interactive experience.
- Receive personalized investment ideas and proposals directly in the app.
- Monitor your portfolio’s health with integrated “health checks.”

All Your Digital Banking Services in One Place
The My LO app supports a full suite of secure digital services:
- Online payments
- Electronic signature of banking documents
- Online FATCA recertification
- Digital payment confirmations
- Remote digital authentication
- Electronic signature for account opening

Need help activating these services? Your relationship manager is here to assist.

Key Features at a Glance
- Home: A colorful dashboard summarizing your key information.
- Portfolio: Detailed views of your holdings, transactions, and performance by asset class or currency.
- Financial Markets: Stay updated with market news (15-minute delay) and manage your watchlist.
- Secure Messaging: Communicate securely and confidentially with your banker.
- Documents: Access and open your financial reports with ease.
- Advisory: Receive tailored investment ideas (for advisory mandates).
- Publications & Research: Access exclusive Lombard Odier insights based on your profile.
- Events: Get notified about exclusive Lombard Odier events.
- Push Notifications: Stay informed about important updates to your accounts.

What’s new

We regularly update this application to offer you the best possible digital experience.

This release contains some user interface improvements and minor fixes.