Helvetia customer portal

A security check will be performed so that you can access your customer data in the customer portal:

• Enter the contract data (contract and/or policy no.) of one of your Helvetia products. Have the relevant documents ready (policy document, premium invoice, mortgage agreement or insurance certificate).
• Enter your name and date of birth.
• When you have been clearly identified as a Helvetia customer or pension fund policy holder, you may continue to create your profile.
  

To obtain personal access, you need to create a profile:

• Set your personal password and confirm your e-mail address using an e-mail code.
• Confirm your mobile phone number using the mTan code.
  
• Your profile has been created and you can now enjoy the advantages of the Helvetia customer portal.

Exception: If you have linked yourself to a pension fund contract, you will receive an activation code by letter to your home address. As soon as this code has been correctly entered, you will also receive access to the customer portal.