Can I open a True Wealth portfolio in several people's names (joint account)?
No, we do not offer joint accounts, and it is not possible to grant power of attorney for an account. There are two reasons for this: firstly, access to the customer account is via a personal email address, and secondly, we believe that everyone should pursue their own individual investment strategy.
However, you can enter a contact person in your settings. We will contact this person if we are unable to reach you for any reason over a longer period of time. You can enter this information under: User settings > Contact person.
More questions in "My account"
Who can open an account with True Wealth?How do I open an account with True Wealth?What is the minimum amount required to open an account?What is the minimum amount for subsequent deposits?Can I have multiple portfolios with True Wealth?Where are my assets held?Can I open an account for a minor (child accounts)?Is it possible to give a power of attorney for an account to a third party?Is there a True Wealth app?I have a new phone number – how can I change it?I have a new e-mail address – how can I change it?I have moved to a new address in Switzerland. How do I change my address?I am planning to move abroad. Can I keep my account?Is it possible to change the custodian bank retrospectively?What is a test account?How can I delete my test account?Why is True Wealth not on the list of asset managers authorised and supervised by FINMA?
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