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:

1. Select the desired product: wealth management/pillar 3a or ETF child portfolio.
2. Then fill out the registration form.
3. You will immediately receive the asset management mandate and the custodian bank documents for signing. For electronic identity verification, we require a selfie and a photo of your ID card or passport.
4. Transfer the desired investment amount to your account with the custodian bank. You will find the relevant details in your personal client area under «Payments.»
5. We use a questionnaire to determine your risk tolerance in order to tailor the risk of your portfolio to your needs. You can then adjust your investment mix according to your risk profile.
6. Confirm your investment strategy.
7. We will invest your portfolio on the market within a few trading days.