# E-Platform # Connection # Sign in - Step 1 #### Step 1 - Username and Password Navigate to [CIGP's E-Platform](https://e-access.cigp.com/ "CIGP's E-Platform") to agree to the terms and conditions and enter the username and password provided to you by CIGP and click **SIGN IN**. Click on *Forgot your password?* to reset your password if needed. [![signin.png](https://documentation.cigp.com/uploads/images/gallery/2023-08/scaled-1680-/signin.png)](https://documentation.cigp.com/uploads/images/gallery/2023-08/signin.png) # Sign in - Step 2 #### Step 2 - TOTP After inputting your username and password in step 1, you will need to input a one-time password (OTP) from your 2FA-registered device to continue with the sign in process. *Refer to [this page](https://documentation.cigp.com/books/e-platform/page/2fa-method-registration) if you need to register or re-register your 2FA device* 1. Open the authenticator app on your registered device and locate the entry for **CIGP E-Platform** [![Screenshot_20241211_082109_Authenticator (Custom).jpg](https://documentation.cigp.com/uploads/images/gallery/2024-12/scaled-1680-/screenshot-20241211-082109-authenticator-custom.jpg)](https://documentation.cigp.com/uploads/images/gallery/2024-12/screenshot-20241211-082109-authenticator-custom.jpg) [![Screenshot_20241211_082119_Authenticator (Custom).jpg](https://documentation.cigp.com/uploads/images/gallery/2024-12/scaled-1680-/screenshot-20241211-082119-authenticator-custom.jpg)](https://documentation.cigp.com/uploads/images/gallery/2024-12/screenshot-20241211-082119-authenticator-custom.jpg) *Example: Microsoft Authenticator* 2. Input the code in the E-Platform login page and press *Verify* *Do not input any space character.* [![Screenshot 2024-12-11 084444 (Custom).png](https://documentation.cigp.com/uploads/images/gallery/2024-12/scaled-1680-/screenshot-2024-12-11-084444-custom.png)](https://documentation.cigp.com/uploads/images/gallery/2024-12/screenshot-2024-12-11-084444-custom.png) # Sign in - Video Tutorial Refer to the [video ](https://documentation.cigp.com/attachments/8)to obtain detailed instructions on - how to navigate to CIGP's E-Platform; - how to use Authenticator app code for login; and - how to login. # 2FA Method Registration Access to CIGP's E-Platform is protected by **time-based one-time password (TOTP)** 2-factor authentication (2FA). On your first connection, you will be required to register your mobile device to provide one-time passwords to login successfully. #### Register your mobile device **The instructions below describe the registration process with Microsoft Authenticator. However the system is also compatible with other "Authenticator" apps available in your app store such as *Google Authenticator* or *LastPass Authenticator*.** After entering the username and password provided by CIGP, you will be redirected to the 2FA device registration page. Follow the link provided to install the Microsoft Authenticator app if you haven't already and scan the QR code with the app to register your account. [![2-fa_registration.png](https://documentation.cigp.com/uploads/images/gallery/2023-08/scaled-1680-/6dn2-fa-registration.png)](https://documentation.cigp.com/uploads/images/gallery/2023-08/6dn2-fa-registration.png) Once this is done, you will be redirected to a new page to input the 6 digits TOTP. [![totp.png](https://documentation.cigp.com/uploads/images/gallery/2023-08/scaled-1680-/totp.png)](https://documentation.cigp.com/uploads/images/gallery/2023-08/totp.png) #### Register a new mobile device Please contact your CIGP Relationship Manager if you wish to register a new device for 2FA. Your Relationship Manager will let you know when you can attempt to log in again and restart the registration process with your new device. # 2FA Method Registration - Video Tutorial Refer to the [video](https://documentation.cigp.com/attachments/7) to obtain detailed instructions on - how to install an authenticator app on your mobile; - how to navigate to CIGP's E-Platform; and - how to register the authenticator app for first time use. # Reset Password Follow the steps below to reset your password. You will need to have access to your email address and registered 2FA device. 1. Click on *Forgot your password?*. [![1.png](https://documentation.cigp.com/uploads/images/gallery/2025-01/scaled-1680-/1.png)](https://documentation.cigp.com/uploads/images/gallery/2025-01/1.png) 2. Enter your registred email address and press *Send verification code*. [![2.png](https://documentation.cigp.com/uploads/images/gallery/2025-01/scaled-1680-/2.png)](https://documentation.cigp.com/uploads/images/gallery/2025-01/2.png) 3. A six digits verification code will be sent to your email address. Enter the code in the field and click *Verify code*. [![3.png](https://documentation.cigp.com/uploads/images/gallery/2025-01/scaled-1680-/3.png)](https://documentation.cigp.com/uploads/images/gallery/2025-01/3.png) 4. Click *Continue*. [![4.png](https://documentation.cigp.com/uploads/images/gallery/2025-01/scaled-1680-/4.png)](https://documentation.cigp.com/uploads/images/gallery/2025-01/4.png) 5. Enter the code from your 2FA authenticator app and click *Verify*. [![5.png](https://documentation.cigp.com/uploads/images/gallery/2025-01/scaled-1680-/5.png)](https://documentation.cigp.com/uploads/images/gallery/2025-01/5.png) 6. Enter your new password, confirm it and press *Continue*. You will be redirected to the login page. [![6.png](https://documentation.cigp.com/uploads/images/gallery/2025-01/scaled-1680-/6.png)](https://documentation.cigp.com/uploads/images/gallery/2025-01/6.png) 7. User your new password to log in. # Account Summary # Application Header ### Account Information Shared accross the application, the header section displays informations related to the selected account: - Reference currency - Inception date - Mandate type [![account_info.png](https://documentation.cigp.com/uploads/images/gallery/2023-08/scaled-1680-/account-info.png)](https://documentation.cigp.com/uploads/images/gallery/2023-08/account-info.png) ### Data selectors #### Account selector If you have access to multiple accounts. you can use the account selector dropdown menu to switch between these. [![account_selector.png](https://documentation.cigp.com/uploads/images/gallery/2023-08/scaled-1680-/account-selector.png)](https://documentation.cigp.com/uploads/images/gallery/2023-08/account-selector.png) #### Currency selector Use this dropdown menu to select the currency used to display positions data on the account summary and holdings pages. [![currency_selector.png](https://documentation.cigp.com/uploads/images/gallery/2023-08/scaled-1680-/currency-selector.png)](https://documentation.cigp.com/uploads/images/gallery/2023-08/currency-selector.png) #### As-of date selector Use this datepicker to display positions data as of a specific date on the account summary and holdings pages. [![as_of_date_selector.png](https://documentation.cigp.com/uploads/images/gallery/2023-08/scaled-1680-/as-of-date-selector.png)](https://documentation.cigp.com/uploads/images/gallery/2023-08/as-of-date-selector.png) # Request an Account Statement Click on **REQUEST AN ACCOUNT STATEMENT** at the top of the screen to open the statement request dialog. [![request_account_statement.png](https://documentation.cigp.com/uploads/images/gallery/2023-08/scaled-1680-/request-account-statement.png)](https://documentation.cigp.com/uploads/images/gallery/2023-08/request-account-statement.png) 1. Select the desired type of statement: - Account statement: portfolio performance, holdings and transactions journal. - Income: for tax declaration purpose. [![Screenshot 2025-02-18 080659.png](https://documentation.cigp.com/uploads/images/gallery/2025-02/scaled-1680-/screenshot-2025-02-18-080659.png)](https://documentation.cigp.com/uploads/images/gallery/2025-02/screenshot-2025-02-18-080659.png) 2. For account statements, select the statement's sections to be include. [![Screenshot 2025-02-18 080659.png](https://documentation.cigp.com/uploads/images/gallery/2025-02/scaled-1680-/palscreenshot-2025-02-18-080659.png)](https://documentation.cigp.com/uploads/images/gallery/2025-02/palscreenshot-2025-02-18-080659.png) 3. You may tick *Remove identification details* to remove all mentions of the account number on the statement. [![Screenshot 2025-02-18 080659.png](https://documentation.cigp.com/uploads/images/gallery/2025-02/scaled-1680-/FUTscreenshot-2025-02-18-080659.png)](https://documentation.cigp.com/uploads/images/gallery/2025-02/FUTscreenshot-2025-02-18-080659.png) 3. Choose the statement date value from the list or enter a custom date. [![Screenshot 2025-02-18 080659.png](https://documentation.cigp.com/uploads/images/gallery/2025-02/scaled-1680-/A74screenshot-2025-02-18-080659.png)](https://documentation.cigp.com/uploads/images/gallery/2025-02/A74screenshot-2025-02-18-080659.png) 4. Select the desired start date for the statement's transactions journal from the list or enter a custom date. [![Transactions journal start date](https://documentation.cigp.com/uploads/images/gallery/2025-02/scaled-1680-/jQqscreenshot-2025-02-18-080659.png)](https://documentation.cigp.com/uploads/images/gallery/2025-02/jQqscreenshot-2025-02-18-080659.png) 4. Click on **REQUEST**. [![Screenshot 2025-02-18 080659.png](https://documentation.cigp.com/uploads/images/gallery/2025-02/scaled-1680-/vWpscreenshot-2025-02-18-080659.png)](https://documentation.cigp.com/uploads/images/gallery/2025-02/vWpscreenshot-2025-02-18-080659.png) 5. Your request will be submitted to CIGP and you will be contacted shortly. [![request-account-statement-4.png](https://documentation.cigp.com/uploads/images/gallery/2023-08/scaled-1680-/request-account-statement-4.png)](https://documentation.cigp.com/uploads/images/gallery/2023-08/request-account-statement-4.png) # Allocations At the top of the accounts summary page is the **allocations** section, displaying: - The total AUM of the selected portfolio, in the selected currency, as-of the selected date, - The number of investments in the selected portfolio, - Allocations by asset classes, - Allocations by currency [![allocations.png](https://documentation.cigp.com/uploads/images/gallery/2023-08/scaled-1680-/allocations.png)](https://documentation.cigp.com/uploads/images/gallery/2023-08/allocations.png) Allocations are displayed in percentages by default. Hover on the pie chart to view an allocation in value. [![allocations_value.png](https://documentation.cigp.com/uploads/images/gallery/2023-08/scaled-1680-/allocations-value.png)](https://documentation.cigp.com/uploads/images/gallery/2023-08/allocations-value.png) # Top Holdings After allocations is the **Top holdings** section, displaying the 6 largest holdings of the selected portfolio by market value as-of the selected date. For each holding the list displays: - The name and ISIN of the investment, - Its share of the portfolio, - Its price (in the security of the investment), - Its market value (in the selected currency and in the currency of the investment), - The performance since acquisition of the investment [![top_holdings.png](https://documentation.cigp.com/uploads/images/gallery/2023-08/scaled-1680-/top-holdings.png)](https://documentation.cigp.com/uploads/images/gallery/2023-08/top-holdings.png) # Holdings # View Holdings The **Holdings** view displays the list of holdings of the selected portfolio and their price and market values as-of the selected date. Holdings are grouped by asset class. Use the chevron icon next to an asset class to expand or collapse the group. [![holdings.png](https://documentation.cigp.com/uploads/images/gallery/2023-08/scaled-1680-/holdings.png)](https://documentation.cigp.com/uploads/images/gallery/2023-08/holdings.png) #### Columns Holdings data available include: - The name and ISIN of the investment, - Its asset class, - Its currency, - The quantity / nominal, - The unit price and market value in the currency of the investment, - The market value in the selected currency, - The performance of the investment (see below) #### Performance Use the performance selector dropdown menu to display the performance of the investment for a specific period. By default, the performance since acquisition is displayed. [![performance-selector.png](https://documentation.cigp.com/uploads/images/gallery/2023-08/scaled-1680-/performance-selector.png)](https://documentation.cigp.com/uploads/images/gallery/2023-08/performance-selector.png) #### Sorting and Filtering Sorting and filtering is supported on all columns except for the market value in selected currency and performance. Use the search box in the upper-left corner to quickly filter on a specific investment. #### Exporting and Printing The list of holdings can be printed and exported to Excel, CSV and PDF. [![export-buttons.png](https://documentation.cigp.com/uploads/images/gallery/2023-08/scaled-1680-/export-buttons.png)](https://documentation.cigp.com/uploads/images/gallery/2023-08/export-buttons.png) # Transactions # View Transactions The **Transactions** view displays the list of transactions of the selected portfolio. Transactions are grouped by currency and displayed in tabs. [![transactions.png](https://documentation.cigp.com/uploads/images/gallery/2023-08/scaled-1680-/transactions.png)](https://documentation.cigp.com/uploads/images/gallery/2023-08/transactions.png) Use the date-range selector to display transactions for a specific period (defaults to the month before the selected as-of date). [![date-range-selector.png](https://documentation.cigp.com/uploads/images/gallery/2023-08/scaled-1680-/date-range-selector.png)](https://documentation.cigp.com/uploads/images/gallery/2023-08/date-range-selector.png) #### Columns Transactions data available include: - The trade and settlement dates, - The type and description of the transaction, - The debit or credit value in the transaction's currency, - The account balance #### Transaction Details Click on the chevron icon to expand and collapse the details view of a specific transaction. [![transaction-details.png](https://documentation.cigp.com/uploads/images/gallery/2023-08/scaled-1680-/transaction-details.png)](https://documentation.cigp.com/uploads/images/gallery/2023-08/transaction-details.png) #### Sorting and Filtering Sorting and filtering is supported on all columns except for trade date, settlement date and balance. Use the search box in the upper-left corner to quickly filter on a specific investment. #### Exporting and Printing The list of transactions can be printed and exported to Excel, CSV and PDF. [![export-buttons.png](https://documentation.cigp.com/uploads/images/gallery/2023-08/scaled-1680-/export-buttons.png)](https://documentation.cigp.com/uploads/images/gallery/2023-08/export-buttons.png) #### Transaction Confirmation Click on the download icon button next to the *Trade Date* column to download the official transaction confirmation as a PDF. [![download.png](https://documentation.cigp.com/uploads/images/gallery/2023-08/scaled-1680-/download.png)](https://documentation.cigp.com/uploads/images/gallery/2023-08/download.png) [![transaction-confirmation.png](https://documentation.cigp.com/uploads/images/gallery/2023-08/scaled-1680-/transaction-confirmation.png)](https://documentation.cigp.com/uploads/images/gallery/2023-08/transaction-confirmation.png) # Documents # Documents Click on **Documents** to open the documents sharing page where you can access various documents shared with you by CIGP, such as accounts monthly statements. [![of1.png](https://documentation.cigp.com/uploads/images/gallery/2024-11/scaled-1680-/of1.png)](https://documentation.cigp.com/uploads/images/gallery/2024-11/of1.png) At the top of the page you will see a list of unviewed documents (if any). Click on a document's name in the list to navigate to its container folder. You can also click on *Mark all as viewed* to mark all documents as viewed and clear the list. Below the list of unviewed documents is the document files manager window. Double-click on a folder to open it or use the navigation path to return to the previous level. Unviewed files and folders containing unviewed files are displayed in bold. Right-click on a file or select it and click *Download* to download a file and mark it as viewed. You may download a file again in the future. [![of2.png](https://documentation.cigp.com/uploads/images/gallery/2024-11/scaled-1680-/of2.png)](https://documentation.cigp.com/uploads/images/gallery/2024-11/of2.png) You may only download individual files. Downloading entire folders is not supported at the moment. # Messages # Messages Click on **Messages** to view messages from CIGP. These may be notifications of new documents or other custom messages. Unread messages appear in bold. [![EPlatform - Messages 1](https://documentation.cigp.com/uploads/images/gallery/2024-11/scaled-1680-/of3.png)](https://documentation.cigp.com/uploads/images/gallery/2024-11/of3.png) Click on a message to view it. [![of4.png](https://documentation.cigp.com/uploads/images/gallery/2024-11/scaled-1680-/of4.png)](https://documentation.cigp.com/uploads/images/gallery/2024-11/of4.png) You may click on the red bin icon to delete a message or click *CLOSE* to mark the message as viewed and go back to the list. # Market Information # Indicative Time and Fiduciary Deposit Rates You may click on menu **Market Information** > **Indicative TD Rates** to view a list of indicative time and fiduciary rates for various currencies. [![eplatform-td-rates-2.png](https://documentation.cigp.com/uploads/images/gallery/2025-07/scaled-1680-/eplatform-td-rates-2.png)](https://documentation.cigp.com/uploads/images/gallery/2025-07/eplatform-td-rates-2.png) [![eplatform-td-rates-1.png](https://documentation.cigp.com/uploads/images/gallery/2025-07/scaled-1680-/eplatform-td-rates-1.png)](https://documentation.cigp.com/uploads/images/gallery/2025-07/eplatform-td-rates-1.png) Click on **Download PDF** to obtain a consolidated view of rates for all currencies in one PDF document. # Market Summary The **Market Summary** section aggregates performance data across major asset classes and geographies, offering both short-term and long-term perspectives. --- #### **Overview of Features** ##### **1. Equity Market Performance** This subsection presents daily and cumulative performance metrics for key equity indices and ETFs across global regions. Each entry includes: - **Daily Change (%):** Reflects the percentage movement in the index or ETF on the most recent trading day. - **Month-to-Date (MTD):** Measures performance from the beginning of the current month. - **Year-to-Date (YTD):** Indicates cumulative performance since the start of the calendar year. - **1-Year and 3-Year Returns:** Provide historical context for medium- and long-term trends. ###### **Covered Markets** - **Global:** MSCI All Country World Index (USD) - **United States:** S&P 500, NASDAQ-100 - **Europe:** STOXX Europe 600 (EUR), FTSE 100 (GBP) - **Switzerland:** SMI ETF (CHF) - **Asia:** MSCI Asia ex Japan (USD), MSCI China ETF (HKD), Hang Seng Index (HKD), Nikkei 225 (JPY) - **India:** SENSEX Index (INR) --- ##### **2. Fixed Income Instruments** This section includes performance data for investment-grade (IG) and high-yield (HY) corporate bond ETFs across major currencies: - **USD Corporate IG & HY ETFs** - **EUR Corporate IG ETF** - **CHF Corporate IG ETF** --- ##### **3. Commodities** Key commodities are tracked to provide insight into inflation hedges and macroeconomic trends: - **Gold (USD):** Includes daily, YTD, and 3-year performance, reflecting its role as a safe-haven asset. - **US Oil Fund (USD):** Tracks crude oil price movements. - **Bloomberg Commodity Index (USD):** Offers a diversified view of commodity markets. --- ##### **4. Cryptocurrency** The performance of **Bitcoin (USD)** is included to reflect trends in digital assets. Metrics include: - **Daily Change** - **Year-to-Date Performance** - **3-Year Return** # Troubleshooting # Connection #### Password field disabled Make sure to check *You agree to CIGP's Terms and Conditions* to enable the password field. #### Password forgotten Click on *Forgot your password?* under the password field and follow the instructions. You will need to verify your registered email address and your 2FA device to complete the reset process. Please refer to [this page](https://documentation.cigp.com/books/e-platform/page/reset-password) for detailed instructions. #### Invalid code from the 2FA device Ensure that you use the **6 digits code** for the **CIGP EPlatform entry** in your authenticator app, especially if you have configured many codes for different systems. It is also recommended to wait a few seconds after inputting the code and pressing "verify": the verification of the code happens in the background and during that time it may look like the page is not doing anything and you may attempt to press "verify" again, which will cause the process to fail. A code may only be used once, so if a new verification is needed it is necessary to wait until the current code expires and is replaced by a new one. #### Need to re-register the 2FA device or register a new one Please reach out to your relationship manager to register your 2FA device again or to register a new one. #### Need to update your registered email address Please reach out to your relationship manager to update your registered email address. # Content #### Profile configuration in progress It may take a few hours after you receive your credentials before your account is fully configured. During that time you may see the following warning message after logging in: > The configuration of your profile is in progress. > > Please try again later or contact your relationship manager if the issue persists. Please reach out to your relationship manager if the message persists for more than a day. #### Empty holdings or transactions pages If the holdings and/or transactions pages appear empty (with a message *No records to display*) after logging in, verify that you have selected a valid portfolio and as of date in the upper right corner. If that is the case, please refresh the page by pressing F5 (on desktop) or "pull to refresh" (on mobile). Please reach out to your relationship manager with a screenshot of the application if the issue persists. # Page stuck on "Initializing the application..." If the page remains stuck on *Initializing the application...* and the loading indicator doesn't move after one or two minutes, try to clear the cache of your web browser with the instructions below. Alternatively, you may try from another web browser or from a private window. Please reach out to [it-support@cigp.com](mailto:it-support@cigp.com) if the issue persists after clearing the cache. **Microsoft Edge:** 1. Open Edge and click on the three dots (menu) in the top-right corner. 1. Select Settings. 1. Go to Cookies and site permissions. 1. Click on Manage and delete cookies and site data. 1. Select See all cookies and site data. 1. Use the search bar to find **cigp.com**. 1. Click on the arrow next to the site name to expand the details. 1. Click the trash bin icon to delete the data for that site. **Google Chrome:** 1. Open Chrome and click on the three dots (menu) in the top-right corner. 1. Select Settings. 1. Go to Privacy and security. 1. Click on Cookies and other site data. 1. Scroll down and click on See all site data and permissions. 1. Use the search bar to find **cigp.com**. 1. Click on the trash bin icon next to the site name to delete its data **Safari (iOS):** 1. Open the Settings app. 1. Scroll down and tap on Safari. 1. Tap on Advanced at the bottom. 1. Tap on Website Data. 1. Use the search bar to find cigp.com 1. Swipe left on the site name and tap Delete to clear the cache for that site. **Safari (Mac):** 1. Open Safari and click on Safari in the top menu bar. 1. Select Preferences. 1. Go to the Privacy tab. 1. Click on Manage Website Data. 1. Use the search bar to find cigp.com 1. Select the site and click Remove to clear the cache for that site