What is the minimum amount for subsequent deposits?
Once you have paid in the minimum amount of CHF 8'500 for the management of your free assets (or the minimum amount of CHF 1 for your Pillar 3a), there is in principle no minimum amount for further deposits. However, if you pay in very small amounts of less than approx. CHF 200 to invest in your free assets, we may hold your deposits as liquidity until the amount is sufficient to purchase further units of the investment instruments (ETF).
More questions in "My Account"
Where are my assets held?What is a test account?How do I open a True Wealth account?Is it possible to change the investment universe (Global or Sustainable) at a later date?Can the custodian bank be changed later?What are the differences between a real account and a test account?What is the minimum amount for an 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?Which are the account-holding banks?Can I set up a standing order – in the sense of a savings plan – for deposits?I have a new e-mail address – how can I change it?Why is True Wealth not on the list of asset managers authorised and supervised by FINMA?Can I open a True Wealth portfolio in the name of more than one person («compte joint» or «joint account»)?Who is eligible to open an account?Is a power of attorney for third parties possible on a client account?Can I setup standing (recurring) orders for withdrawals?
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