Can I set up standing (recurring) orders for withdrawals?
Yes, to create a personal withdrawal plan, proceed as follows:
- Log in and select «Payments»
- Select «Withdrawals»
- Click on «Schedule recurring withdrawal»
- Specify the desired amount, the frequency (monthly, quarterly, semi-annually, annually) and the date of the first payment.
- Confirm the payout plan.
The regular payouts will be made until you cancel the plan. It also stops automatically if a further payout would cause the minimum investment amount to be undercut.
Please note that recurring withdrawals can only be made from free assets and that 3a accounts must be closed in full. However, you can transfer 3a assets to your untied assets (if you're eligible) and set up a withdrawal plan from there.
Would you like to know how much you can pay out regularly while your assets remain invested?
Use the pension calculator to work out your annual pension or how many years your assets will last.
More questions in "My Account"
How do I open an account with True Wealth?Where are my assets held?Can I open an account for a minor (child accounts)?Who can open an account with True Wealth?What is a test account?Can I have multiple portfolios with True Wealth?What is the minimum amount for an account?Is there a True Wealth app?At which banks are the accounts held?I have a new e-mail address – how can I change it?What is the minimum amount for subsequent deposits?Is it possible to change the custodian bank retrospectively?Can I open a True Wealth portfolio in several people's names (joint account)?Is it possible to give a power of attorney for an account to a third party?How can I delete my test account?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?Can the investment universe (Global or Sustainable) be changed retrospectively? Why is True Wealth not on the list of asset managers authorised and supervised by FINMA?
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