Personeo

The "Personeo" app from BNP Paribas Epargne et Retraite Entreprises is a simple and practical application for managing your company savings.

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ON THE HOME PAGE, USEFUL INFORMATION:

• Amount of savings available now or later.
• Global vision of the accounts (Employee savings, PER Companies and Securities Account)
• Breakdown of savings by investment vehicle or by date of availability.
• Unrealized capital gains or losses by investment medium or by device,
• News messages and alerts when a trade is due.
• Amount of the employer's contribution already received and of the potential employer's contribution.


THE CENTRAL MENU TO PERFORM THE ESSENTIAL OPERATIONS:

• Make your choices for participation and/or profit-sharing.
• Build up savings with one-time voluntary payment by bank card/ direct debit or set up a programmed payment.
• Transfer/arbitrate your savings between the supports offered by your company.
• Request repayment of their available savings, with the possibility, depending on the case, of setting a trigger threshold.


OPTIMIZE YOUR SAVINGS AND DECISION-MAKING SUPPORT:

• Access all the information on the investment vehicles and the possibility of comparing them (KIID, performance, level of risk, recommended investment period, etc.)
• Create an alert on an investment medium and be informed when the desired value is reached.
• Simulators
• Estimate of the matching contribution to be received at the time of entry of your voluntary payment or your choice for participation/profit-sharing.


HISTORY:

Follow the progress of its operations and cancel them if necessary.


PROFILE :

• View and update personal and bank details.
• Find e-Documents and simply manage your free subscription.
• Manage your other free subscriptions: notifications and privilege offers.
• Modify his password, activate his biometric connection.
• Contacts
• View the accessibility statement

Recent changes:
This version contains technical evolutions that will soon allow you to perform new operations from the app.
If you have been transferred from one company to another, you can now find this information from the "Profile >Transfers" section.

A question, a technical problem, contact us directly by email at [email protected]
We remain at your disposal…