Can I have multiple portfolios with True Wealth?
No. If you are investing for yourself, we do not recommend spreading your investment across multiple strategies. We will implement your portfolio with a broadly diversified strategy that best suits your risk tolerance and financial goals as a whole. Any Pillar 3a deposits also fall under this holistic investment strategy.
If you have more than one savings goal, you can access your money at any time with free withdrawals.
If you wish to invest money from other family members, they must open their own True Wealth account. Please note that we do not currently support accounts for minors, but we are in the process of developing children's portfolios.
More questions in "My Account"
Where are my assets held?What is a test account?How do I open a True Wealth account?Is it possible to change the investment universe (Global or Sustainable) at a later date?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?What is the minimum amount for an account?Can I open an account for a minor (child accounts)?Is there a True Wealth app?Which are the account-holding banks?Can I set up a standing order – in the sense of a savings plan – for deposits?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?Can I open a True Wealth portfolio in the name of more than one person («compte joint» or «joint account»)?Who is eligible to open an account?Is a power of attorney for third parties possible on a client account?Can I setup standing (recurring) orders for withdrawals?
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