What happens to my investment account if I die?
In the event of death, the assets become part of the estate. The securities held in the account will be sold, and the proceeds will be paid out in CHF to the legal heirs after the certificate of inheritance has been issued. A direct transfer of the portfolio without a prior sale and purchase is not possible.
We also recommend that you designate a contact person in the user settings of your client account whom we may contact if, for any reason, we are no longer able to reach you.
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?Can I transfer an existing securities portfolio?What is the deposit reminder service?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?
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