Help CenterMy AccountIs it possible to change the investment universe (Global or Sustainable) at a later date?
Is it possible to change the investment universe (Global or Sustainable) at a later date?
Yes, it is possible to change the investment universe retrospectively by selecting Global or Sustainable under «Investment universe» on the home page of the client area. Please note that a large proportion of your securities (ETFs) will have to be sold and repurchased in another form. This will incur federal stamp duty.
More questions in "My Account"
Where are my assets held?What is a test account?How do I open a True Wealth account?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 have multiple portfolios with True Wealth?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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