How do I switch my current 3rd pillar or vested benefits to frankly?
You can switch an existing pillar 3a or vested benefits to frankly and benefit from the low fees and attractive potential returns. Switching in the frankly app is easy and takes less than a minute.
Switch pillar 3a
Click on the «Transfer 3a to frankly» button under the big plus sign. In the web version on your computer or tablet, click on the «Transfer» tile. We will guide you through the most important points in just a few clicks and do the rest for you.
frankly tip
If you want to transfer multiple accounts to frankly, we recommend that you open multiple pillar 3a accounts with frankly and issue transfer orders for each frankly pillar 3a.
Here you'll find all the key information on how to transfer your pillar 3a to frankly.
Transfer vested benefits
- Log in to frankly via computer or tablet.
- Click on the «fz» tab on the left on the frankly dashboard and then on «transfer to frankly» in the lower area.
- We will guide you through the most important points in just a few clicks and do the rest for you.
Print it out and or get the document by mail. All you have to do now is sign. Send the form by post to your previous occupational pension scheme.
Here you'll find all the key information on how to transfer your vested benefits to frankly.
Important
When you make the transfer, please note that your securities will be sold and then reinvested. This means that you won’t have any investments for a few days. If you have index-linked funds, you will also be required to pay issuing and redemption fees to the funds. However, the transaction fee will be waived in full if you transfer your account to frankly. The frankly support service will be happy to answer any questions you may have.