How do I open a True Wealth account?
Use a web browser or our True Wealth app to do this. Open your account and custody account in the following steps:
- Fill out the registration form.
- You will immediately receive our asset management contract and the custodian bank documents for electronic or handwritten signature. For the electronic identity check, we require a selfie and a photo of your identification (ID or passport).
- You transfer the amount you wish to invest with True Wealth to the IBAN account of the custodian bank in your name. You will find the necessary details in your personal client area under "Payments".
- In the client area, we use a questionnaire to determine your risk profile so that the risk of your portfolio is optimally suited to you. You can adjust the target weighting of your portfolio in the various asset classes at any time within the framework of your risk profile.
We invest your portfolio in the market within a few trading days.
More questions in "My Account"
Where are my assets held?What is the minimum amount for an account?What is the minimum amount for subsequent deposits?Can I have multiple portfolios with True Wealth?Can I open an account for a minor (child accounts)?Is it possible to change the investment universe (Global or Sustainable) at a later date?Can the custodian bank be changed later?What are the differences between a real account and a test account?What is 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?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?