What is the minimum amount for subsequent deposits?
Once you have paid the minimum deposit of CHF 8'500 to manage your discretionary assets (or CHF 1'000 for your pillar 3a or child portfolio), subsequent contributions are not subject to a minimum deposit requirement.
However, if you make smaller deposits of less than approximately CHF 200 for investment in your untied portfolio, we can hold these as liquidity until the total amount reaches the level required to purchase further units of the investment instruments (ETFs), while maintaining your target asset allocation.
More questions in "My account"
How do I open an account with True Wealth?What is the minimum amount required to open an account?Can I have multiple portfolios with True Wealth?Where are my assets held?Can I open an account for a minor (child accounts)?Who can open an account with True Wealth?Is it possible to give a power of attorney for an account to a third party?Is there a True Wealth app?Can I open a True Wealth portfolio in several people's names (joint account)?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?Can I set up standing (recurring) orders for withdrawals?
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