Where are my assets held?
Your untied (free) assets are held in an independent custody account in your name at our account-holding bank. The same applies to the child and youth portfolios, with the difference that the account is in the child's name.
Pillar 3a assets are held in safekeeping at a pension foundation in accordance with the statutory provisions, in our case at the Pension Foundation 3a Digital.
As your mandated asset manager, True Wealth can carry out transactions there in the investment instruments selected for you and debit the asset management fees incurred.
Payments can only be made to a bank account in your name or to your 3a retirement savings account held with us.
More questions in "My Account"
How do I open an account with True Wealth?Can I open an account for a minor (child accounts)?Who can open an account with True Wealth?What is a test account?Can I have multiple portfolios with True Wealth?What is the minimum amount for an account?Can I set up standing (recurring) orders for withdrawals?How can I delete my test account?I have moved to a new address in Switzerland. How do I change my address?I am planning to move abroad. Can I keep my account?Can the investment universe (Global or Sustainable) be changed retrospectively? Is it possible to give a power of attorney for an account to a third party?Can I open a True Wealth portfolio in the name of more than one person («compte-joint» or «joint account»)?What is the minimum amount for subsequent deposits?Can the custodian bank be changed later?What are the differences between a real account and a test account?Is there a True Wealth app?Which are the account-holding banks?I have a new e-mail address – how can I change it?Why is True Wealth not on the list of asset managers authorised and supervised by FINMA?
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