Help CenterDeposits and withdrawalsCan I set up a standing order – in the sense of a savings plan – for deposits?
Can I set up a standing order – in the sense of a savings plan – for deposits?
Yes, our investment solution can easily process regular deposits. If you would like to create a savings plan with regular deposits, e.g. invest a certain amount monthly or quarterly, you can simply set up a standing order for your True Wealth Portfolio in your bank's online banking.
Otherwise, you don't need to do anything else; we will automatically invest your regular deposits according to your investment mix.
Withdrawals from your True Wealth account can be made either manually or automatically as part of a withdrawal plan.
More questions in "Deposits and withdrawals"
How do I deposit money into my account?I have only deposited CHF so far. What happens if I deposit EUR or USD?Can I transfer an existing securities portfolio?How do I withdraw a partial amount from my account?How much can I withdraw from my account?Can I set up standing (recurring) orders for withdrawals?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?Are withdrawals in foreign currencies possible?Can I terminate the power of attorney and manage the assets held with the custodian bank myself?What happens to my investment account if I die?
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