Is it possible to change the custodian bank retrospectively?
Changing the custodian bank retrospectively (Saxo Bank or BLKB) is very costly and time-consuming. Among other things, your portfolio must be completely liquidated and reinvested. Please contact our client support team if you are considering this.
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?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?Can I set up standing (recurring) orders for withdrawals?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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