Make an appointment at the bank with your personal adviser
Your personal adviser, whenever you need them
Get your questions answered by a specialist, manage your finances, and receive advice without waiting, from wherever you want.
- Receive personalised service according to your financial situation.
- Be in constant contact with your adviser.
- Access the conversation history whenever you need it.
-
Share and review documents with your adviser with ease.
-
Flexible appointments wherever you like: in-branch, over the phone or via video call.
-
Communicate in a secure environment, within your online banking.
How to book an appointment with your personal banking adviser
Booking an appointment with your personal adviser is that easy
-
Sign in to your online banking
Enter your username and password to access the CaixaBank app or website.
-
Go to the “Adviser” section
From the web, click on “Adviser”. From the app, go to "Contact" and then tap "Adviser". There you can see all their contact details.
-
Select the type of appointment
Choose between a video call, phone call or in-person appointment, select the day and time, and add the reason for your consultation.
-
Confirm your appointment
Confirm your appointment, change it if you need to, or check the list of all your appointments from the “Make appointment” section.
Frequently asked questions about your personal adviser
-
Your adviser is an expert who helps you resolve queries, advises you and carries out procedures within CaixaBank in a personalised way. You can contact them whenever you need to, from the app or the website.
-
Your adviser can guide you on topics such as:
- Types of account and card
- Savings and investment solutions
- How to apply for a mortgage or financing
- Daily transactions
- Administrative procedures and answers to your questions
If you need something more specific, you can request it directly from your personal area.
-
If you feel you need more support, you can request it directly from your personal area or in your branch.
-
You can modify or cancel it at any time from the website or app in the “Adviser” section.
-
You can access the conversation with your adviser from the “Adviser” section on the website and “Contact” in the app. If you don't see this option, you may not have an adviser assigned.