Navigate to main page content
PrivateBusiness
Become a customer

Investment advice

Feel confident about your savings and investment choices

  • Take a short quiz to find suitable savings and investment solutions for you.
  • The purpose of this questionnaire is to assess knowledge and experience, financial situation, investment objectives and sustainability preferences in order to provide you with personalised investment advice or portfolio management service.

The purpose of this questionnaire is to assess knowledge and experience, financial situation, investment objectives and sustainability preferences in order to provide you with personalised investment advice or portfolio management service.

In case of investment advice service this questionnaire will determine your investment profile for a specific investment goal and recommend a solution that corresponds to that investment profile.

Questions included in the questionnaire are divided into five blocks based on what they measure:

  • your saving goals and period;
  • your knowledge and experience;
  • your financial situation (including your ability to bear losses);
  • your risk tolerance;
  • your sustainability preferences.

Each block of questions gives a certain amount of points and your total point score determines your personal investment profile. After that we will recommend a suitable product for you.

We have additionally included exclusions in the evaluation logic, so that we don’t recommend you a product that is clearly not suitable for you (such as products with high equity risk exposure if you have a low risk tolerance).

Read more about consideration of sustainability factors in investment advice here.

The report is valid for 1 (one) year, or until you fill in the questionnaire again, whichever event occurs first.

Please note that if you act on the basis of this report after its validity period has passed, you are considered to have acted at your own initiative and cannot rely on the recommendation or any other information provided in the report.

We recommend updating the questionnaire at least once a year to have the most up-do-date recommendations suitable for your investment profile, as both of those may change over time.

You should also review all products you have purchased on the basis of recommendations included in previously filled reports at least once a year.

Invest in your child’s future right now – sign a contract in internet bank and accumulate funds for Your child‘s studies or for the beginning of his independent life.

Do something nice for yourself – start saving in 3rd pillar pension funds.

Private Portfolio is for people who appreciate their time and convenience in making investments.

A convenient way of investing the spare money in a diversified and sustainable manner.

Swedbank logo

Jūsų Internet Explorer naršyklė nebepalaikoma.

Prašome naudoti Google Chrome, Mozilla Firefox ar Microsoft Edge naršykles.

Nuo 2021 03 23 nebebus galima jungtis prie „Swedbank“ interneto banko naudojantis naršykle „Internet Explorer“.

Taip pat nebebus galima tvirtinti ar vykdyti mokėjimų iš „Swedbank“ kituose tinklalapiuose naudojantis „Internet Explorer“.

Siūlome Jums naudotis naršyklėmis „Google Chrome“, „Mozilla Firefox“ ar naujausia „Microsoft Edge“ versija. Norėdami sužinoti, kaip įdiegti naršykles spauskite čia.

С 23.03.2021 Интернет-банк Swedbank недоступен в браузере Internet Explorer.

С помощью Internet Explorer невозможно авторизоваться или осуществлять платежи через Swedbank на сторонних веб-страницах.

Вместо браузера Internet Explorer мы рекомендуем использовать браузеры Google Chrome, Mozilla Firefox или Microsoft Edge. Инструкции по установке упомянутых браузеров можно найти здесь.

From 23.03.2021 Swedbank Internet Bank and Banklink is no longer available using Internet Explorer browser.

It is not possible to authorize or make payments from Swedbank on other web pages using Internet Explorer.

Instead, we suggest using Google Chrome, Mozilla Firefox or the newest version of Microsoft Edge. To find out how to install the suggested browsers, please click here.

Swedbank
  • Jūsų įrenginio operacinė sistema ir interneto naršyklė yra pasenusi ir nėra palaikoma Swedbank interneto banke. Prašome atnaujinti operacinę sistemą bei interneto naršyklę arba kreiptis į IT specialistus techninės pagalbos.
  • The operating system of your device & your browser are too outdated to be supported by Swedbank Internet Bank. Please, update the operating system & browser or turn to IT specialist for technical help.
  • Ваш браузер или операционная система недостаточно современны для использования в интернет банке Swedbank. Пожалуйста обновите операционную систему и браузер или обратитесь за технической помощью к ИТ специалисту.

You have been logged out from Internet bank

For extra security close the browser window. If you wish to continue using Internet bank, please log in again.


Today's investor is you!

  • It’s easy to start – you can invest from just EUR 1.
  • No need to have expert knowledge or investment experience.
  • The most important thing is not to be afraid to try!