What is the minimum amount for an account?
The minimum investment for a True Wealth portfolio is CHF 8'500. For Pillar 3a and the portfolios for children and young people, the minimum investment is CHF 1'000.
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?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 I set up standing (recurring) orders for withdrawals?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»)?What is the minimum amount for subsequent deposits?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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