At which banks are the accounts held?
As a custodian bank, you can choose between an international banking group and a Swiss cantonal bank with a state guarantee. You have the following choice:
- Basellandschaftliche Kantonalbank (BLKB) with a state guarantee from the Canton of Basel-Landschaft.
- Saxo Bank (Switzerland) with a Swiss banking license and deposit insurance up to CHF 100'000.
Pillar 3a retirement assets are held in an account in the name of the Foundation 3a Digital of BLKB for all customers.
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?Is there a True Wealth app?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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