My Account
Help CenterMy AccountCan I have multiple portfolios with True Wealth?

Can I have multiple portfolios with True Wealth?

No. If you are investing for yourself, we do not recommend spreading your investments across multiple strategies. We implement your portfolio with a broadly diversified strategy that best suits your personal risk tolerance and overall financial goals. This holistic investment strategy also incorporates any Pillar 3a deposits.

If you have several savings goals, you can access your money at any time and withdraw partial amounts free of charge.

ETF portfolios for children and young people have their own investment strategy – you can open such a portfolio for your child at any time as their legal guardian.

Find out more about our holistic investment approach in our video podcast.

More questions in "My Account"

How do I open an account with True Wealth?Where are my assets held?Can I open an account for a minor (child accounts)?Who can open an account with True Wealth?What is a test account?What is the minimum amount for an account?I have a new phone number – how can I change it?I have moved to a new address in Switzerland. How do I change my address?Is there a True Wealth app?I have a new e-mail address – how can I change it?What is the minimum amount for subsequent deposits?Is it possible to change the custodian bank retrospectively?Can I open a True Wealth portfolio in several people's names (joint account)?Is it possible to give a power of attorney for an account to a third party?Can I set up standing (recurring) orders for withdrawals?How can I delete my test account?I am planning to move abroad. Can I keep my account?Why is True Wealth not on the list of asset managers authorised and supervised by FINMA?

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