How do I open an account with True Wealth?

To open your account with True Wealth, use either a web browser or our True Wealth app. To do so, follow these steps:

• Select the product you want: wealth management, Pillar 3a, or an ETF portfolio for your child.
• Fill out the registration form.
• You will immediately receive our asset management mandate and the custodian bank documents for electronic or handwritten signature. For electronic identity verification, we require a selfie and a photo of your ID or passport.
• Transfer the desired amount to the custodian bank's IBAN account in your name. You will find the necessary details in your personal client area under “Payments.”
• We determine your risk tolerance using a questionnaire in order to tailor the risk of your portfolio to your needs. You can still adjust your investment mix according to your risk profile.

We invest your portfolio on the market within a few trading days.

Download True Wealth App now: Apple Store / Google Play Store.