My LO

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.