How can I transfer the securities of an existing ZKB pillar 3 solution to frankly?
Making a transfer is not possible. But you can still switch from ZKB Savings 3 Securities to frankly.
Click on the «+» in the app and select «Transfer 3a to frankly». In the frankly web version, click on the «Transfer» tile.
You’ll benefit from the many frankly advantages.
Note
When you transfer, please note that your securities will be sold and then reinvested. In the case of indexed funds, issuing and redemption fees are also payable to the fund, which are now settled using the crossing method. Therefore, the values on the fact sheets are maximum values and may be lower if purchases and sales are made on the same day.
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.
