Who can open an account with True Wealth?
To open an account, you must be resident in Switzerland and liable for tax there. You must also be at least 18 years old and neither a US citizen nor a US person.
For children and young people under the age of 18, True Wealth offers ETF-based portfolios in which the securities are held in the child’s name. To do this, a parent must open the account. An application to open an account can also be initiated by relatives or friends and finalized by the parents.
True Wealth AG is authorised to provide wealth management services exclusively in Switzerland. The legal relationship between the client and True Wealth AG is governed exclusively by Swiss law.
More questions in "My account"
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?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?
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