Is it possible to change the custodian bank retrospectively?
Changing the custodian bank retrospectively (Saxo Bank or BLKB) is very costly and time-consuming. Among other things, your portfolio must be completely liquidated and reinvested. Please contact our client support team if you are considering this.
More questions in "My account"
Who can open an account with True Wealth?How do I open an account with True Wealth?What is the minimum amount required to open an account?What is the minimum amount for subsequent deposits?Can I have multiple portfolios with True Wealth?Where are my assets held?Can I open an account for a minor (child accounts)?Is it possible to give a power of attorney for an account to a third party?Is there a True Wealth app?Can I open a True Wealth portfolio in several people's names (joint account)?I have a new phone number – how can I change it?I have a new e-mail address – how can I change it?I have moved to a new address in Switzerland. How do I change my address?I am planning to move abroad. Can I keep my account?What is a test account?How can I delete my test account?Why is True Wealth not on the list of asset managers authorised and supervised by FINMA?Can I set up standing (recurring) orders for withdrawals?
Can’t find what you’re looking for?
Contact us
Ready to invest?
Open accountNot sure how to start? Open a test account and upgrade to a full account later.
Open test account