Help CenterMy AccountCan I set up a standing order – in the sense of a savings plan – for deposits?
Can I set up a standing order – in the sense of a savings plan – for deposits?
Yes, our investment solution can easily handle regular deposits. If you want to set up an investment plan with periodic deposits, for example investing a certain amount every month or every quarter, you can simply create a standing order for your True Wealth portfolio in your bank's online banking.
Otherwise, you don't need to do anything else, we will automatically invest your periodic deposits directly according to your True Wealth investment strategy.
Withdrawals from your True Wealth account must be initiated manually, automated periodic withdrawals are not currently supported.
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 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?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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