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Trans­fer­ring your pillar 3a to frankly is easy

Make more of your 3rd pillar with frankly. Even if you already have pillar 3a accounts with other providers, you can easily transfer them to frankly.

 

> Why should I switch to frankly?

So einfach ist der Transfer deiner Säule 3a zu frankly

How do I benefit if I transfer my existing pillar 3a to frankly?

Attractive costs:

Thanks to frankly’s all-in fee, it is half the price of comparable securities savings solutions.

The all-in fee on accounts and securities balances is currently only 0.45%. The more users save together, the cheaper it will become, thanks to the community discount.

 

Different investment strategies:

You can open up to five pillar 3a accounts in the frankly app and choose completely different investment strategies for each pillar.

 

Easy to open and manage:

With frankly, it’s simple to manage your retirement planning entirely online. No bank visits and no paperwork.

 

Did you know?

We will pay the transfer costs for you

We will pay any costs you incur for selling your existing securities or for closing your account (this applies to all savings contracts with bank foundations).

Only for a short time: Transfer pillar 3a to frankly and benefit from a CHF 100 voucher*


You already have a pillar 3a with another provider? No problem! Transfer your existing pillar 3a to frankly until 30.04.2023 and receive a voucher of CHF 100.- on your fees.
 

*The transfer order must be placed in the app between 1 March and 30 April 2023 and the money must be received by frankly by 30 June 2023. Only one fee voucher can be redeemed per client. The fee voucher will be credited to you automatically no later than one month after the end of the promotion. You will be informed about this by e-mail.
 

Transfer now

How can I make a transfer from my existing pillar provider 3a to frankly?


With frankly app:

 

  1. Download the frankly app for free, and open your pillar 3a, including your preferred strategy. It takes just a few minutes.
     
  2. In the start screen of the frankly app, select «+» and then «transfer 3a to frankly».
     
  3. Simply select your current pension provider from which you would like to transfer your pillar 3a assets to frankly.
     
  4. In the next step, enter your policy number or IBAN at your current provider. If you don’t have them handy, you can just skip that step.
     
  5. Now you can choose whether you would like to receive the PDF by post (including a prepaid envelope) or whether you would like to download and print it yourself.
     
  6. Important: Check your information again, sign the form and send the transfer order to your current provider as soon as possible.

 

Transfer now


In frankly web:

 

  1. Register for frankly online and open your pillar 3a, including your preferred strategy. It takes just a few minutes.
     
  2. Click on the «Transfer» tile in the frankly start screen.
     
  3. Simply select your current pension provider from which you would like to transfer your pillar 3a assets to frankly.
     
  4. In the next step, enter your policy number or IBAN with your current provider. If you don’t have them handy, you can just skip that step.
     
  5. Now you can choose whether you would like to receive the PDF by post (including a prepaid envelope) or whether you would like to download and print it yourself.
     
  6. Important: Check your information again, sign the form and send the transfer order to your current provider as soon as possible.

 

Transfer now
Kostenerstattung Säule3a bei frankly

How do I get my transfer costs reimbursed?

To get a refund of your transaction costs or account closing fees for your transfer to frankly, please send us your fee statement from your former bank foundation to [email protected].

 

We will grant you the refund as a discount on the all-in fee. You’ll see it at the end of the quarter under «Profile» -> «Fees».

frankly investment products are rated «very good»


frankly is rated as "very good" in the category «provider with the best performance over 5 years». (Handelszeitung article from 29.11.2022)

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