Help CenterMy AccountCan the investment universe (Global or Sustainable) be changed retrospectively?
Can the investment universe (Global or Sustainable) be changed retrospectively?
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.
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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?Can I have multiple portfolios with True Wealth?What is the minimum amount for an account?Can I set up standing (recurring) orders for withdrawals?How can I delete my test account?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?Is it possible to give a power of attorney for an account to a third party?Can I open a True Wealth portfolio in the name of more than one person («compte-joint» or «joint 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?Is there a True Wealth app?Which are the account-holding banks?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?
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