To start your financial future with George Invest, it is important that you first create your personal securities profile. Your securities profile helps Erste Bank and Sparkasse to better understand your knowledge, experience and risk appetite and to offer you suitable investment opportunities.
Your Securities Profile
Last Article Update 31.07.2025
Why and how
Your securities profile is an important part of ensuring that you can make informed investment decisions. George Invest offers you a platform where you can indicate your previous knowledge and experience of different types of securities. This information is for investor protection and is required for legal reasons. It also helps to ensure that you make the right decisions based on your own financial knowledge and use the right products for you.
What to do with the securities profile
- State your knowledge and experience step by step: Indicate which types of securities you already know and have experience with.
- Answer questions about your risk appetite: In order to offer you suitable products and information, it is necessary for you to state your risk appetite and financial goals.
What is necessary to start investing?
Before you can start investing, a few basic steps are necessary:
- Opening a securities account: A securities account is necessary to buy, sell and manage your securities. You can open your securities account directly via George, which gives you easy access to various investment opportunities.
- Complete securities profile: Make sure that you have fully completed your securities profile. Only a fully completed profile will allow you to receive targeted information and products that match your knowledge and experience.
- Understanding freedom from advice: Advice-free means that you make your own decisions and do not receive personal advice from Erste Bank and Sparkasse. You should therefore make sure that you understand the basics of investing and use the information offered by George Invest to make informed and well-considered decisions.
Edit your securities profile
You can find your securities profile in your George Web profile. Click here to edit and share your experience and knowledge of trading securities.
In your securities profile, you can state your securities knowledge and experience. To do this, please download the risk information and read it carefully. If you have less than 4 transactions in recent years, you can assume a low level of experience, 4-5 a medium level of experience and above a high level of experience.
If you have any questions, you are welcome to contact your personal advisor.
Author: Tamara Berger-Feichter