How do I open an account with True Wealth?

To open your account with True Wealth, use either a web browser or our True Wealth App. To do so, follow these steps:

• Select the product you want: Wealth Management/Pillar 3a, or an ETF portfolio for a child.
• Fill out the registration form.
• You will immediately receive our asset management mandate and the custodian bank documents for electronic or handwritten signature. For electronic identity verification, we require a selfie and a photo of your ID or passport.
• Transfer the desired amount to the custodian bank's IBAN account in your name. You will find the necessary details in your personal client area under «Payments.»
• We determine your risk tolerance using a questionnaire in order to tailor the risk of your portfolio to your needs. You can still adjust your investment mix according to your risk profile.
• We invest your portfolio on the market within a few trading days.