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How do I open an account with True Wealth?

To open your account and associated custody account, use either a web browser or our True Wealth app. Follow the steps below:

  1. Select the product you want – wealth management (untied) or Pillar 3a for yourself or a portfolio for your child.
  2. Fill in the registration form.
  3. You will immediately receive our asset management agreement and the documents from the custodian bank for electronic or handwritten signature. For the electronic identity check, we need a selfie and a photo of your ID (ID or passport).
  4. To invest with True Wealth, transfer the desired amount to the custodian bank's IBAN account in your name. You will find the necessary details in login area under «Payments».
  5. We determine your risk tolerance on the basis of a questionnaire in order to optimally adjust the risk of your portfolio to you. You can adjust your investment mix according to your risk profile.

We invest your portfolio on the market within a few trading days.

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Not sure how to start? Open a test account and upgrade to a full account later.

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