Who can open an account with True Wealth?
To be able to open an account, you must be resident and liable for tax in Switzerland. In addition to being domiciled in Switzerland, you must be at least 18 years old and not a US person.
For children and young people aged between 0 and 17, True Wealth offers ETF-based portfolios in which the securities are held in the child's name. This requires an account to be opened by an adult parent.
True Wealth AG is only licensed to provide asset management services in Switzerland. The legal relationship between the client and True Wealth AG is governed exclusively by Swiss law.
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)?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»)?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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