Help CenterMy AccountWho is eligible to open an account?
Who is eligible to open an account?
Any private individual of legal age with a valid place of residence in Switzerland may use True Wealth's wealth management services and open an account, provided there is no suspicion of money laundering or terrorist financing.
However, True Wealth AG is only authorised to provide wealth management services in Switzerland. The legal relationship between the client and True Wealth AG is governed exclusively by Swiss law. Unfortunately, it is not currently possible to open an account for persons with a US background (US citizen, resident in the USA or status as a «resident alien»).
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 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»)?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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