Personeo3.16 - App Store

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

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.
• Transfer the time savings account or the days off not taken to the company savings account.

OPTIMIZE YOUR SAVINGS AND DECISION-MAKING SUPPORT:

• Access all the information on the investment vehicles and the possibility of comparing them (KID, 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

Jul 7, 2025
Version 3.16
Display of matching rules, graphic improvement on certain elements of the Profile page and homepage.

If you have any questions, contact our Customer Service at +33 3 28 76 33 47 from Monday to Friday, from 8:30 am to 6:30 pm (free service + call price)