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.
You can also test True Wealth for free with a virtual portfolio without real money.
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?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?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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