Who can open an account with True Wealth?
To open an account, you must be a resident of Switzerland and subject to Swiss taxation. You must also be at least 18 years old and neither a U.S. citizen nor a U.S. person.
For minors under the age of 18, True Wealth offers ETF-based portfolios in which the securities are held in the child’s name. To open such an account, an adult parent must do so on the child’s behalf.
True Wealth AG is licensed exclusively in Switzerland to provide wealth management services. 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?Can I set up standing (recurring) orders for withdrawals?
Can’t find what you’re looking for?
Contact us
Ready to invest?
Open accountNot sure how to start? Open a test account and upgrade to a full account later.
Open test account