Switch to frankly and save CHF 100! Switch to frankly and receive a CHF 100 voucher* on your first transfer

Make your first transfer by 5 April 2026 and receive a voucher* worth CHF 100.–.

Switch your pillar 3a to frankly for the first time by 30 June 2026 and receive a voucher* worth CHF 100 towards your fees.

Switch your pillar 3a to frankly for the first time by 30 June 2026 and receive a voucher* worth CHF 100 towards your fees. This applies to an initial transfer worth at least CHF 7,500.

*The transfer order must be placed via the app or on frankly.ch between 2 March and 5 April 2026, and the money must be received by frankly by 30 June 2026. Only one fee voucher can be redeemed per client and only if no previous transfer order has been received for your frankly 3a. 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.

That's how easy it is:

Transfer via App

Download app: Open your pillar 3a in just a few minutes with your preferred investment strategy.
Start transfer: After opening, navigate to the start screen of the frankly app and open the “Pillar 3a” tile. Select the account you want or click on the three dots on the right. Then click on “Transfer” or “Transfer to frankly”.
Select provider: Select your current pension provider from which you would like to transfer your pillar 3a assets to frankly.
Enter details: Enter your policy number or the IBAN number from your current provider. If you don’t have them available right now, you can skip this step.
Obtain PDF: Decide whether you would like to receive the PDF by post (incl. pre-paid envelope) or download and print it yourself.
Submit form: Check your details, sign the form and send it to your current provider as soon as possible.

Done! Opening a pillar 3a account with frankly and transferring your assets is that easy.

Transfer via computer

Register online: Open your pillar 3a in just a few minutes with your preferred strategy.
Start transfer: After opening your account, go to the start screen and click on “Transfer” on the right-hand side of your desired account.
Select provider: Select your current pension provider from which you would like to transfer your pillar 3a assets to frankly.
Enter details: Enter your policy number or the IBAN number from your current provider. If you don’t have them available right now, you can skip this step.
Obtain PDF: Decide whether you would like to receive the PDF by post (incl. pre-paid envelope) or download and print it yourself.
Submit form: Check your details, sign the form and send it to your current provider as soon as possible.