Can I transfer an existing securities portfolio?
No. It is not possible to transfer individual securities from an existing portfolio to your True Wealth account.
More questions in "Deposits and Withdrawals"
How do I deposit money into my account?Can I set up a standing order – in the sense of a savings plan – for deposits?What happens to my investment mix when I deposit money?I have only paid in CHF so far, but now I would like to pay in EUR or USD for the first time. What happens to this money?Can I also transfer funds from my account to third parties?How is security ensured for withdrawals?How can I close my account?Can I terminate the power of attorney and manage the assets held with the custodian bank myself?What happens to my investment mix when I withdraw money?How do I withdraw a partial amount from my account?What is the deposit reminder service?How much can I withdraw from my account?
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