What are the differences between a real account and a test account?
With a real account, the assets are held in an account at the account-holding bank (also called a custodian bank) in your own name. True Wealth, as asset manager, only carries out transactions there in the investment instruments selected for you and charges you the applicable asset management fee.
If you change the investment mix on your live account and submit the change, the implementation usually takes 1 to 2 trading days, with a test account it is quicker.
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?What is the minimum amount for subsequent deposits?Can the custodian bank be changed later?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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