Can I transfer an existing securities portfolio?
No. It is not possible to transfer individual securities from an existing portfolio to your True Wealth account.
More questions in "Deposits and withdrawals"
How do I deposit money into my account?Can I set up a standing order – in the sense of a savings plan – for deposits?I have only deposited CHF so far. What happens if I deposit EUR or USD?What is the deposit reminder service?How do I withdraw a partial amount from my account?How much can I withdraw from my account?How is security ensured for withdrawals?Can I also transfer funds from my account to third parties?How can I close my account?What happens to my investment mix when I withdraw money?Can I terminate the power of attorney and manage the assets held with the custodian bank myself?
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