FAQMy AccountCan I open a True Wealth portfolio in the name of more than one person («compte joint» or «joint account»)?
Can I open a True Wealth portfolio in the name of more than one person («compte joint» or «joint account»)?
Currently we can only hold portfolios in the name of a single person.
More questions in "My Account"
Can I have multiple portfolios with True Wealth?Can I open an account for a minor (child accounts)?Is there a True Wealth app?Where are my assets kept?Is it possible to change the investment universe (Global or Sustainable) at a later date?Which are the account-holding banks?What is a test account?How do I open an account?Can I set up a standing order – in the sense of a savings plan – for deposits?Who is eligible to open an account?What is the minimum amount of subsequent deposits?What works differently with a real account?What is the minimum amount for an account?Is a power of attorney for third parties possible on a client account?Can the custodian bank be changed later?Can I setup standing (recurring) orders for withdrawals?
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