What is the minimum amount for subsequent deposits?
Once you have paid in the minimum amount of CHF 8'500 for the management of your free assets (or the minimum amount of CHF 1'000 for your Pillar 3a), there is in principle no minimum amount for further deposits. However, if you pay in very small amounts of less than approx. CHF 200 to invest in your free assets, we may hold your deposits as liquidity until the amount is sufficient to purchase further units of the investment instruments (ETF).
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?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? Is it possible to give a power of attorney for an account to a third party?Can I open a True Wealth portfolio in the name of more than one person («compte-joint» or «joint account»)?Can the custodian bank be changed later?What are the differences between a real account and a test account?Is there a True Wealth app?Which are the account-holding banks?I have a new e-mail address – how can I change it?Why is True Wealth not on the list of asset managers authorised and supervised by FINMA?
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