Where can I see how my Pillar 3a assets are distributed among the various accounts?
For reasons of clarity, we present the investment portfolio as a single account, even if there are several 3a accounts in the background. If you would like to see the exact allocation to the individual 3a accounts, proceed as follows:
- Click on the "Holdings" tab
- Click on "Holistic" in the area highlighted in white at the top right
- Select "3a"
An additional menu appears in which the individual 3a accounts are displayed with the respective account balances.